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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 | $112,494 | $93,345+20.5% | $119,126-5.6% | $87,485+28.6% |
| Participation rate | 80.0% | 68.7%+11.3pp | 75.8%+4.2pp | 68.9%+11.1pp |
| Annual return | 18.36% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,544 | $3,172+43.3% | $4,034+12.7% | $2,596+75.0% |
| Participant deferral / active EE | $7,153 | $4,099+74.5% | $5,318+34.5% | $4,274+67.4% |
| Admin fee / account holder | $12,623 | $8,039+57.0% | $10,693+18.0% | $7,775+62.4% |