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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,341 | $146,267-30.7% | $197,124-48.6% | $82,448+22.9% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.2pp |
| Annual return | 18.29% | 29.61%-11.3pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $9,170 | $4,723+94.1% | $6,227+47.3% | $2,551+259.5% |
| Participant deferral / active EE | $17,806 | $7,035+153.1% | $9,135+94.9% | $4,139+330.2% |
| Admin fee / account holder | $3,535 | $14,422-75.5% | $16,298-78.3% | $7,234-51.1% |