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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 | $116,988 | $107,421+8.9% | $182,262-35.8% | $94,015+24.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 84.2%+9.9pp | 70.8%+23.3pp |
| Annual return | 15.06% | 21.32%-6.3pp | 140.60%-125.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $3,748 | $3,448+8.7% | $5,046-25.7% | $2,790+34.3% |
| Participant deferral / active EE | $7,237 | $6,558+10.3% | $8,276-12.6% | $4,249+70.3% |
| Admin fee / account holder | $12,333 | $8,692+41.9% | $16,712-26.2% | $8,951+37.8% |