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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 | $101,011 | $89,370+13.0% | $141,197-28.5% | $72,976+38.4% |
| Participation rate | 89.0% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 23.30% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $5,146 | $3,115+65.2% | $4,736+8.7% | $2,440+110.9% |
| Participant deferral / active EE | $3,171 | $5,419-41.5% | $6,710-52.7% | $3,608-12.1% |
| Admin fee / account holder | $4,783 | $5,957-19.7% | $10,265-53.4% | $5,124-6.7% |