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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 | $83,080 | $88,672-6.3% | $105,223-21.0% | $82,448+0.8% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,964 | $3,048-2.8% | $3,689-19.6% | $2,551+16.2% |
| Participant deferral / active EE | $6,429 | $4,036+59.3% | $5,072+26.8% | $4,139+55.3% |
| Admin fee / account holder | $16,640 | $7,146+132.9% | $8,859+87.8% | $7,234+130.0% |