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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 | $82,354 | $73,988+11.3% | $96,538-14.7% | $75,177+9.5% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.8pp | 67.2%+30.9pp |
| Annual return | 15.99% | 26.73%-10.7pp | 35.74%-19.7pp | 160.75%-144.8pp |
| Employer contribution / active EE | $5,119 | $2,930+74.7% | $3,740+36.9% | $2,671+91.6% |
| Participant deferral / active EE | $5,789 | $3,660+58.2% | $4,880+18.6% | $4,126+40.3% |
| Admin fee / account holder | $3,693 | $5,220-29.2% | $6,737-45.2% | $5,651-34.6% |