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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 | $99,099 | $78,668+26.0% | $109,152-9.2% | $85,854+15.4% |
| Participation rate | 72.4% | 68.3%+4.1pp | 75.9%-3.5pp | 69.3%+3.1pp |
| Annual return | 17.04% | 25.09%-8.0pp | 25.75%-8.7pp | 318.56%-301.5pp |
| Employer contribution / active EE | $2,150 | $2,733-21.4% | $3,722-42.2% | $2,565-16.2% |
| Participant deferral / active EE | $5,793 | $3,467+67.1% | $4,653+24.5% | $3,952+46.6% |
| Admin fee / account holder | $365 | $5,469-93.3% | $6,753-94.6% | $6,260-94.2% |