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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 | $121,068 | $89,370+35.5% | $141,197-14.3% | $72,976+65.9% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.8pp | 69.5%+21.7pp |
| Annual return | 27.42% | 111.88%-84.5pp | 71.41%-44.0pp | 81.02%-53.6pp |
| Employer contribution / active EE | $5,369 | $3,115+72.4% | $4,736+13.4% | $2,440+120.1% |
| Participant deferral / active EE | $13,433 | $5,419+147.9% | $6,710+100.2% | $3,608+272.3% |
| Admin fee / account holder | $4,172 | $5,957-30.0% | $10,265-59.4% | $5,124-18.6% |