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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 | $116,435 | $58,493+99.1% | $84,023+38.6% | $72,976+59.6% |
| Participation rate | 70.8% | 61.2%+9.6pp | 69.0%+1.8pp | 69.5%+1.3pp |
| Annual return | 22.66% | 28.93%-6.3pp | 71.32%-48.7pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,349 | $1,163+101.9% | $1,984+18.4% | $2,440-3.7% |
| Participant deferral / active EE | $5,787 | $2,394+141.8% | $3,239+78.7% | $3,608+60.4% |
| Admin fee / account holder | $4,368 | $4,569-4.4% | $6,102-28.4% | $5,124-14.8% |