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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 | $134,019 | $67,602+98.2% | $82,312+62.8% | $70,126+91.1% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.2pp | 69.5%+12.5pp |
| Annual return | 23.66% | 21.57%+2.1pp | 25.88%-2.2pp | 73.15%-49.5pp |
| Employer contribution / active EE | $2,732 | $1,755+55.7% | $2,428+12.5% | $2,343+16.6% |
| Participant deferral / active EE | $4,948 | $2,987+65.6% | $3,706+33.5% | $3,332+48.5% |
| Admin fee / account holder | $33,427 | $4,512+640.9% | $5,608+496.1% | $4,645+619.6% |