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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 | $118,144 | $65,367+80.7% | $92,915+27.2% | $72,976+61.9% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 25.01% | 42.11%-17.1pp | 109.45%-84.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $2,634 | $2,594+1.6% | $3,653-27.9% | $2,440+8.0% |
| Participant deferral / active EE | $4,052 | $3,128+29.5% | $4,238-4.4% | $3,608+12.3% |
| Admin fee / account holder | $4,682 | $4,251+10.1% | $5,796-19.2% | $5,124-8.6% |