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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 | $132,233 | $91,559+44.4% | $133,978-1.3% | $79,856+65.6% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 20.43% | 61.85%-41.4pp | 45.10%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,417 | $2,384+1.4% | $3,919-38.3% | $2,471-2.2% |
| Participant deferral / active EE | $4,984 | $3,734+33.5% | $5,047-1.3% | $3,741+33.2% |
| Admin fee / account holder | $10,775 | $6,321+70.5% | $8,930+20.7% | $5,306+103.1% |