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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 | $111,938 | $89,370+25.3% | $141,197-20.7% | $72,976+53.4% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 24.75% | 111.88%-87.1pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,379 | $3,115-23.6% | $4,736-49.8% | $2,440-2.5% |
| Participant deferral / active EE | $9,505 | $5,419+75.4% | $6,710+41.6% | $3,608+163.5% |
| Admin fee / account holder | $9,731 | $5,957+63.4% | $10,265-5.2% | $5,124+89.9% |