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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 | $106,533 | $93,598+13.8% | $135,974-21.7% | $75,173+41.7% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 33.34% | 30.89%+2.5pp | 68.30%-35.0pp | 160.72%-127.4pp |
| Employer contribution / active EE | $1,521 | $3,538-57.0% | $4,859-68.7% | $2,671-43.0% |
| Participant deferral / active EE | $11,395 | $6,405+77.9% | $7,760+46.8% | $4,126+176.2% |
| Admin fee / account holder | $15,777 | $6,978+126.1% | $10,767+46.5% | $5,651+179.2% |