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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 | $108,047 | $77,908+38.7% | $149,696-27.8% | $75,173+43.7% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 17.41% | 31.73%-14.3pp | 134.46%-117.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $9,092 | $3,138+189.8% | $4,821+88.6% | $2,671+240.4% |
| Participant deferral / active EE | $5,606 | $3,411+64.4% | $5,682-1.3% | $4,126+35.9% |
| Admin fee / account holder | $4,821 | $5,950-19.0% | $13,212-63.5% | $5,651-14.7% |