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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 | $134,042 | $98,776+35.7% | $149,745-10.5% | $79,856+67.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 16.63% | 27.38%-10.7pp | 276.72%-260.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,624 | $3,217+43.7% | $4,646-0.5% | $2,471+87.1% |
| Participant deferral / active EE | $4,662 | $5,681-18.0% | $6,843-31.9% | $3,741+24.6% |
| Admin fee / account holder | $5,804 | $6,053-4.1% | $9,312-37.7% | $5,306+9.4% |