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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 | $123,305 | $102,385+20.4% | $147,080-16.2% | $80,935+52.3% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 13.51% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,035 | $3,717-18.3% | $4,933-38.5% | $2,757+10.1% |
| Participant deferral / active EE | $7,436 | $6,651+11.8% | $8,066-7.8% | $4,299+73.0% |
| Admin fee / account holder | $2,389 | $7,951-69.9% | $12,989-81.6% | $6,924-65.5% |