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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 | $87,815 | $106,524-17.6% | $152,301-42.3% | $87,485+0.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.4pp |
| Annual return | 14.31% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $7,869 | $3,371+133.4% | $4,624+70.2% | $2,596+203.1% |
| Participant deferral / active EE | $6,529 | $6,525+0.1% | $8,004-18.4% | $4,274+52.8% |
| Admin fee / account holder | $999 | $8,287-87.9% | $14,398-93.1% | $7,775-87.2% |