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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 | $123,457 | $89,370+38.1% | $141,197-12.6% | $72,976+69.2% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 23.60% | 111.88%-88.3pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $3,972 | $3,115+27.5% | $4,736-16.1% | $2,440+62.8% |
| Participant deferral / active EE | $9,728 | $5,419+79.5% | $6,710+45.0% | $3,608+169.7% |
| Admin fee / account holder | $13,729 | $5,957+130.5% | $10,265+33.7% | $5,124+167.9% |