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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 | $114,521 | $88,672+29.2% | $105,223+8.8% | $82,448+38.9% |
| Participation rate | 82.8% | 67.9%+14.9pp | 75.0%+7.8pp | 68.1%+14.7pp |
| Annual return | 18.25% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,609 | $3,048+18.4% | $3,689-2.2% | $2,551+41.5% |
| Participant deferral / active EE | $9,443 | $4,036+134.0% | $5,072+86.2% | $4,139+128.1% |
| Admin fee / account holder | $7,070 | $7,146-1.1% | $8,859-20.2% | $7,234-2.3% |