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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 | $126,260 | $72,273+74.7% | $101,275+24.7% | $79,856+58.1% |
| Participation rate | 71.2% | 68.5%+2.8pp | 75.8%-4.6pp | 69.6%+1.6pp |
| Annual return | 15.00% | 22.30%-7.3pp | 46.48%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,370 | $2,691+62.4% | $3,660+19.4% | $2,471+76.8% |
| Participant deferral / active EE | $3,319 | $3,282+1.1% | $4,371-24.1% | $3,741-11.3% |
| Admin fee / account holder | $638 | $4,401-85.5% | $5,948-89.3% | $5,306-88.0% |