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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 | $89,078 | $48,364+84.2% | $71,796+24.1% | $62,881+41.7% |
| Participation rate | 74.4% | 60.6%+13.8pp | 69.1%+5.3pp | 69.3%+5.1pp |
| Annual return | 13.60% | 13.16%+0.4pp | 78.04%-64.4pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,616 | $1,042+55.1% | $1,924-16.0% | $2,281-29.2% |
| Participant deferral / active EE | $3,358 | $2,091+60.6% | $2,794+20.2% | $3,203+4.8% |
| Admin fee / account holder | $8,025 | $3,771+112.8% | $4,815+66.7% | $4,296+86.8% |