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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 | $122,767 | $81,331+50.9% | $155,534-21.1% | $80,935+51.7% |
| Participation rate | 95.8% | 66.3%+29.6pp | 78.2%+17.6pp | 67.7%+28.2pp |
| Annual return | 15.91% | 33.37%-17.5pp | 64.92%-49.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,590 | $3,105-16.6% | $4,675-44.6% | $2,757-6.1% |
| Participant deferral / active EE | $5,464 | $3,454+58.2% | $5,630-3.0% | $4,299+27.1% |
| Admin fee / account holder | $10,696 | $7,999+33.7% | $15,900-32.7% | $6,924+54.5% |