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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 | $128,961 | $98,766+30.6% | $149,730-13.9% | $79,852+61.5% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.6%+21.7pp |
| Annual return | 12.47% | 27.43%-15.0pp | 276.70%-264.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $5,318 | $3,217+65.3% | $4,645+14.5% | $2,471+115.2% |
| Participant deferral / active EE | $5,735 | $5,681+1.0% | $6,843-16.2% | $3,740+53.3% |
| Admin fee / account holder | $12,883 | $6,052+112.9% | $9,310+38.4% | $5,306+142.8% |