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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 | $132,382 | $87,834+50.7% | $133,975-1.2% | $62,881+110.5% |
| Participation rate | 86.6% | 83.4%+3.2pp | 87.1%-0.5pp | 69.3%+17.3pp |
| Annual return | 7.50% | 12.05%-4.5pp | 29.29%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $7,800 | $3,482+124.0% | $5,211+49.7% | $2,281+242.0% |
| Participant deferral / active EE | $13,692 | $4,812+184.6% | $6,282+118.0% | $3,203+327.5% |
| Admin fee / account holder | $24,305 | $5,372+352.4% | $9,324+160.7% | $4,296+465.8% |