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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 | $109,761 | $58,627+87.2% | $76,735+43.0% | $82,448+33.1% |
| Participation rate | 85.0% | 63.2%+21.8pp | 69.5%+15.5pp | 68.1%+16.9pp |
| Annual return | 15.38% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,599 | $1,729+223.8% | $2,454+128.2% | $2,551+119.5% |
| Participant deferral / active EE | $4,059 | $3,134+29.5% | $4,088-0.7% | $4,139-1.9% |
| Admin fee / account holder | $3,949 | $5,323-25.8% | $7,189-45.1% | $7,234-45.4% |