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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 | $110,564 | $91,559+20.8% | $133,978-17.5% | $79,856+38.5% |
| Participation rate | 86.6% | 73.3%+13.2pp | 79.8%+6.7pp | 69.6%+16.9pp |
| Annual return | 14.16% | 61.85%-47.7pp | 45.10%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,229 | $2,384+119.4% | $3,919+33.4% | $2,471+111.6% |
| Participant deferral / active EE | $7,649 | $3,734+104.9% | $5,047+51.5% | $3,741+104.5% |
| Admin fee / account holder | $2,807 | $6,321-55.6% | $8,930-68.6% | $5,306-47.1% |