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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 | $99,802 | $98,766+1.0% | $149,730-33.3% | $79,852+25.0% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.7pp |
| Annual return | 13.78% | 27.43%-13.6pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,354 | $3,217-26.8% | $4,645-49.3% | $2,471-4.7% |
| Participant deferral / active EE | $5,496 | $5,681-3.2% | $6,843-19.7% | $3,740+46.9% |
| Admin fee / account holder | $2,102 | $6,052-65.3% | $9,310-77.4% | $5,306-60.4% |