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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 | $93,625 | $90,674+3.3% | $96,707-3.2% | $82,448+13.6% |
| Participation rate | 91.5% | 75.9%+15.5pp | 80.4%+11.1pp | 68.1%+23.4pp |
| Annual return | 15.95% | 49.05%-33.1pp | 34.78%-18.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,264 | $3,975+7.3% | $4,191+1.7% | $2,551+67.1% |
| Participant deferral / active EE | $12,387 | $5,696+117.5% | $5,997+106.6% | $4,139+199.3% |
| Admin fee / account holder | $4,861 | $7,568-35.8% | $7,503-35.2% | $7,234-32.8% |