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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 | $138,135 | $77,638+77.9% | $156,551-11.8% | $62,881+119.7% |
| Participation rate | 94.1% | 71.2%+22.9pp | 84.0%+10.1pp | 69.3%+24.8pp |
| Annual return | 4.89% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $11,626 | $3,444+237.6% | $5,501+111.3% | $2,281+409.7% |
| Participant deferral / active EE | $4,231 | $3,046+38.9% | $4,871-13.1% | $3,203+32.1% |
| Admin fee / account holder | $6,499 | $5,561+16.9% | $13,028-50.1% | $4,296+51.3% |