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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 | $79,219 | $72,273+9.6% | $101,275-21.8% | $79,856-0.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.2pp |
| Annual return | 12.09% | 22.30%-10.2pp | 46.48%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $11,007 | $2,691+309.0% | $3,660+200.7% | $2,471+345.4% |
| Participant deferral / active EE | $4,851 | $3,282+47.8% | $4,371+11.0% | $3,741+29.7% |
| Admin fee / account holder | $833 | $4,401-81.1% | $5,948-86.0% | $5,306-84.3% |