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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 | $69,674 | $77,638-10.3% | $156,551-55.5% | $62,881+10.8% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 5.87% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,714 | $3,444+7.8% | $5,501-32.5% | $2,281+62.8% |
| Participant deferral / active EE | $4,416 | $3,046+45.0% | $4,871-9.4% | $3,203+37.9% |
| Admin fee / account holder | $6,421 | $5,561+15.5% | $13,028-50.7% | $4,296+49.5% |