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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 | $109,260 | $85,766+27.4% | $136,297-19.8% | $70,131+55.8% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 21.69% | 31.45%-9.8pp | 5156.16%-5134.5pp | 73.14%-51.5pp |
| Employer contribution / active EE | $4,422 | $2,966+49.1% | $4,696-5.8% | $2,342+88.8% |
| Participant deferral / active EE | $8,042 | $5,051+59.2% | $6,247+28.7% | $3,332+141.4% |
| Admin fee / account holder | $5,139 | $5,420-5.2% | $9,244-44.4% | $4,645+10.6% |