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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 | $83,820 | $57,073+46.9% | $85,126-1.5% | $80,925+3.6% |
| Participation rate | 70.8% | 56.4%+14.4pp | 67.5%+3.3pp | 67.7%+3.2pp |
| Annual return | 20.32% | 21.69%-1.4pp | 66.63%-46.3pp | 35.65%-15.3pp |
| Employer contribution / active EE | $3,523 | $1,801+95.7% | $2,731+29.0% | $2,756+27.8% |
| Participant deferral / active EE | $6,935 | $3,113+122.8% | $4,523+53.3% | $4,299+61.3% |
| Admin fee / account holder | $7,644 | $4,988+53.3% | $6,160+24.1% | $6,940+10.1% |