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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 | $125,805 | $95,453+31.8% | $112,040+12.3% | $82,448+52.6% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.5%+8.5pp | 68.1%+16.9pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,124 | $2,318+121.1% | $2,954+73.5% | $2,551+100.9% |
| Participant deferral / active EE | $4,910 | $4,224+16.3% | $5,098-3.7% | $4,139+18.6% |
| Admin fee / account holder | $8,484 | $9,013-5.9% | $12,098-29.9% | $7,234+17.3% |