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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 | $99,588 | $117,859-15.5% | $102,438-2.8% | $145,959-31.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 23.24% | 31.72%-8.5pp | 29.37%-6.1pp | 561.95%-538.7pp |
| Employer contribution / active EE | $5,278 | $3,615+46.0% | $3,024+74.6% | $4,661+13.2% |
| Participant deferral / active EE | $11,844 | $5,732+106.6% | $5,054+134.4% | $6,689+77.1% |
| Admin fee / account holder | $953 | $13,318-92.8% | $9,448-89.9% | $13,398-92.9% |