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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 | $79,676 | $106,749-25.4% | $145,433-45.2% | $82,448-3.4% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 17.40% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $5,771 | $3,444+67.5% | $4,554+26.7% | $2,551+126.2% |
| Participant deferral / active EE | $10,231 | $6,519+56.9% | $7,897+29.5% | $4,139+147.2% |
| Admin fee / account holder | $1,873 | $8,390-77.7% | $13,129-85.7% | $7,234-74.1% |