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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 | $121,730 | $78,423+55.2% | $95,964+26.9% | $79,856+52.4% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 16.72% | 19.37%-2.6pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,441 | $1,945+25.5% | $2,541-3.9% | $2,471-1.2% |
| Participant deferral / active EE | $6,155 | $3,440+78.9% | $4,167+47.7% | $3,741+64.5% |
| Admin fee / account holder | $3,722 | $5,622-33.8% | $6,797-45.2% | $5,306-29.9% |