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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 | $76,975 | $93,617-17.8% | $135,982-43.4% | $75,177+2.4% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 23.16% | 30.89%-7.7pp | 68.32%-45.2pp | 160.75%-137.6pp |
| Employer contribution / active EE | $5,496 | $3,538+55.3% | $4,859+13.1% | $2,671+105.8% |
| Participant deferral / active EE | $13,754 | $6,406+114.7% | $7,760+77.2% | $4,126+233.3% |
| Admin fee / account holder | $1,942 | $6,980-72.2% | $10,767-82.0% | $5,651-65.6% |