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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 | $146,127 | $109,359+33.6% | $162,171-9.9% | $72,983+100.2% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 21.96% | 25.46%-3.5pp | 115.60%-93.6pp | 81.01%-59.0pp |
| Employer contribution / active EE | $5,542 | $3,907+41.8% | $5,613-1.3% | $2,440+127.1% |
| Participant deferral / active EE | $11,836 | $5,481+115.9% | $7,297+62.2% | $3,608+228.1% |
| Admin fee / account holder | $45,689 | $7,972+473.1% | $10,843+321.4% | $5,124+791.6% |