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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 | $102,498 | $78,423+30.7% | $95,964+6.8% | $79,856+28.4% |
| Participation rate | 90.2% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.6pp |
| Annual return | 14.90% | 19.37%-4.5pp | 91.64%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,220 | $1,945-37.3% | $2,541-52.0% | $2,471-50.7% |
| Participant deferral / active EE | $6,169 | $3,440+79.3% | $4,167+48.0% | $3,741+64.9% |
| Admin fee / account holder | $20,514 | $5,622+264.9% | $6,797+201.8% | $5,306+286.6% |