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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 | $127,823 | $89,370+43.0% | $141,197-9.5% | $72,976+75.2% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 25.59% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,897 | $3,115-39.1% | $4,736-60.0% | $2,440-22.3% |
| Participant deferral / active EE | $11,536 | $5,419+112.9% | $6,710+71.9% | $3,608+219.8% |
| Admin fee / account holder | $19,299 | $5,957+224.0% | $10,265+88.0% | $5,124+276.6% |