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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 | $106,808 | $117,904-9.4% | $102,457+4.2% | $145,978-26.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.73% | 31.80%-16.1pp | 29.41%-13.7pp | 550.52%-534.8pp |
| Employer contribution / active EE | $3,839 | $3,613+6.3% | $3,022+27.0% | $4,662-17.6% |
| Participant deferral / active EE | $5,194 | $5,733-9.4% | $5,054+2.8% | $6,690-22.4% |
| Admin fee / account holder | $47,770 | $13,329+258.4% | $9,451+405.4% | $13,400+256.5% |