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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 | $96,952 | $85,766+13.0% | $136,297-28.9% | $70,124+38.3% |
| Participation rate | 78.7% | 74.2%+4.6pp | 81.9%-3.2pp | 69.5%+9.2pp |
| Annual return | 35.10% | 31.45%+3.6pp | 5156.19%-5121.1pp | 73.14%-38.0pp |
| Employer contribution / active EE | $1,539 | $2,966-48.1% | $4,696-67.2% | $2,342-34.3% |
| Participant deferral / active EE | $5,181 | $5,051+2.6% | $6,247-17.1% | $3,332+55.5% |
| Admin fee / account holder | $9,241 | $5,420+70.5% | $9,2440% | $4,645+98.9% |