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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 | $96,873 | $69,977+38.4% | $108,582-10.8% | $62,881+54.1% |
| Participation rate | 87.1% | 72.9%+14.2pp | 79.6%+7.5pp | 69.3%+17.8pp |
| Annual return | 11.46% | 10.73%+0.7pp | -51.70%+63.2pp | 20.14%-8.7pp |
| Employer contribution / active EE | $4,088 | $2,135+91.5% | $3,758+8.8% | $2,281+79.2% |
| Participant deferral / active EE | $7,914 | $3,165+150.1% | $4,311+83.6% | $3,203+147.1% |
| Admin fee / account holder | $532 | $5,076-89.5% | $7,645-93.0% | $4,296-87.6% |