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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 | $100,420 | $102,429-2.0% | $147,096-31.7% | $80,925+24.1% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 11.96% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,407 | $3,716-8.3% | $4,936-31.0% | $2,756+23.6% |
| Participant deferral / active EE | $9,499 | $6,649+42.9% | $8,071+17.7% | $4,299+121.0% |
| Admin fee / account holder | $11,953 | $7,957+50.2% | $13,005-8.1% | $6,940+72.2% |