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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 | $118,319 | $77,638+52.4% | $156,551-24.4% | $62,881+88.2% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 7.48% | 50.33%-42.8pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,882 | $3,444+70.8% | $5,501+6.9% | $2,281+157.9% |
| Participant deferral / active EE | $5,176 | $3,046+69.9% | $4,871+6.3% | $3,203+61.6% |
| Admin fee / account holder | $2,217 | $5,561-60.1% | $13,028-83.0% | $4,296-48.4% |