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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 | $88,730 | $96,731-8.3% | $123,973-28.4% | $86,983+2.0% |
| Participation rate | 88.5% | 70.0%+18.4pp | 76.7%+11.8pp | 69.5%+18.9pp |
| Annual return | 12.18% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $7,960 | $3,297+141.4% | $4,126+92.9% | $2,584+208.0% |
| Participant deferral / active EE | $5,302 | $4,152+27.7% | $5,247+1.0% | $4,194+26.4% |
| Admin fee / account holder | $10,231 | $8,722+17.3% | $11,799-13.3% | $7,856+30.2% |