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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 | $84,248 | $65,027+29.6% | $90,970-7.4% | $79,852+5.5% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.0%+15.0pp | 69.6%+14.4pp |
| Annual return | 10.74% | 30.45%-19.7pp | 134.58%-123.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,829 | $1,247+126.8% | $2,122+33.3% | $2,471+14.5% |
| Participant deferral / active EE | $6,466 | $2,512+157.4% | $3,373+91.7% | $3,740+72.9% |
| Admin fee / account holder | $10,684 | $4,535+135.6% | $5,960+79.3% | $5,306+101.4% |