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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 | $110,960 | $81,262+36.5% | $155,602-28.7% | $80,911+37.1% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.8pp | 67.6%+30.4pp |
| Annual return | 12.79% | 33.34%-20.6pp | 64.81%-52.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $6,123 | $3,102+97.4% | $4,675+31.0% | $2,756+122.2% |
| Participant deferral / active EE | $5,023 | $3,451+45.5% | $5,629-10.8% | $4,297+16.9% |
| Admin fee / account holder | $3,031 | $7,992-62.1% | $15,923-81.0% | $6,935-56.3% |