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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 | $119,863 | $125,797-4.7% | $170,043-29.5% | $75,173+59.4% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 14.22% | 27.20%-13.0pp | 53.40%-39.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $4,805 | $4,616+4.1% | $6,790-29.2% | $2,671+79.9% |
| Participant deferral / active EE | $3,543 | $6,838-48.2% | $10,410-66.0% | $4,126-14.1% |
| Admin fee / account holder | $906 | $8,177-88.9% | $12,824-92.9% | $5,651-84.0% |