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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 | $76,783 | $59,440+29.2% | $78,004-1.6% | $82,637-7.1% |
| Participation rate | 92.6% | 62.8%+29.8pp | 69.4%+23.1pp | 68.1%+24.5pp |
| Annual return | 13.12% | 40.24%-27.1pp | 31.07%-17.9pp | 53.51%-40.4pp |
| Employer contribution / active EE | $3,721 | $1,750+112.5% | $2,469+50.7% | $2,552+45.8% |
| Participant deferral / active EE | $5,634 | $3,138+79.5% | $4,092+37.7% | $4,126+36.5% |
| Admin fee / account holder | $7,182 | $5,504+30.5% | $7,578-5.2% | $7,339-2.1% |