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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 | $101,026 | $93,617+7.9% | $135,982-25.7% | $75,177+34.4% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 18.86% | 30.89%-12.0pp | 68.32%-49.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $12,351 | $3,538+249.1% | $4,859+154.2% | $2,671+362.4% |
| Participant deferral / active EE | $5,859 | $6,406-8.5% | $7,760-24.5% | $4,126+42.0% |
| Admin fee / account holder | $27,408 | $6,980+292.7% | $10,767+154.6% | $5,651+385.0% |