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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 | $81,194 | $77,920+4.2% | $149,723-45.8% | $75,177+8.0% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 16.35% | 31.72%-15.4pp | 134.50%-118.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $6,268 | $3,138+99.7% | $4,821+30.0% | $2,671+134.7% |
| Participant deferral / active EE | $4,642 | $3,411+36.1% | $5,682-18.3% | $4,126+12.5% |
| Admin fee / account holder | $37,308 | $5,951+527.0% | $13,215+182.3% | $5,651+560.2% |