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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 | $114,091 | $81,276+40.4% | $155,574-26.7% | $80,925+41.0% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 17.94% | 33.36%-15.4pp | 64.87%-46.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $5,596 | $3,103+80.3% | $4,676+19.7% | $2,756+103.0% |
| Participant deferral / active EE | $2,838 | $3,453-17.8% | $5,629-49.6% | $4,299-34.0% |
| Admin fee / account holder | $303 | $7,993-96.2% | $15,914-98.1% | $6,940-95.6% |