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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 | $139,266 | $93,620+48.8% | $135,998+2.4% | $75,184+85.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 21.40% | 31.00%-9.6pp | 68.37%-47.0pp | 160.78%-139.4pp |
| Employer contribution / active EE | $12,046 | $3,538+240.5% | $4,860+147.9% | $2,671+350.9% |
| Participant deferral / active EE | $14,115 | $6,406+120.3% | $7,761+81.9% | $4,127+242.0% |
| Admin fee / account holder | $3,278 | $6,980-53.0% | $10,769-69.6% | $5,652-42.0% |