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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 | $115,900 | $91,559+26.6% | $133,959-13.5% | $79,858+45.1% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 10.97% | 61.85%-50.9pp | 45.09%-34.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,331 | $2,384-44.1% | $3,919-66.0% | $2,471-46.1% |
| Participant deferral / active EE | $4,614 | $3,734+23.6% | $5,047-8.6% | $3,740+23.4% |
| Admin fee / account holder | $6,719 | $6,321+6.3% | $8,928-24.7% | $5,306+26.6% |