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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 | $172,121 | $99,875+72.3% | $146,866+17.2% | $86,983+97.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 15.94% | 28.10%-12.2pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $4,824 | $3,224+49.6% | $4,425+9.0% | $2,584+86.6% |
| Participant deferral / active EE | $10,934 | $6,322+72.9% | $7,759+40.9% | $4,194+160.7% |
| Admin fee / account holder | $3,239 | $7,838-58.7% | $13,620-76.2% | $7,856-58.8% |