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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 | $118,648 | $103,392+14.8% | $87,104+36.2% | $152,897-22.4% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.9%+18.8pp | 82.5%+13.2pp |
| Annual return | 22.83% | 28.10%-5.3pp | 28.19%-5.4pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,177 | $3,221-1.4% | $2,521+26.0% | $4,764-33.3% |
| Participant deferral / active EE | $12,377 | $4,778+159.0% | $4,048+205.7% | $5,851+111.5% |
| Admin fee / account holder | $2,345 | $12,194-80.8% | $7,491-68.7% | $11,599-79.8% |