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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 | $133,210 | $78,423+69.9% | $95,964+38.8% | $79,856+66.8% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 12.24% | 19.37%-7.1pp | 91.64%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,920 | $1,945+101.5% | $2,541+54.3% | $2,471+58.6% |
| Participant deferral / active EE | $11,434 | $3,440+232.4% | $4,167+174.4% | $3,741+205.7% |
| Admin fee / account holder | $12,917 | $5,622+129.8% | $6,797+90.0% | $5,306+143.4% |