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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 | $84,362 | $68,852+22.5% | $120,524-30.0% | $80,925+4.2% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.7%+28.3pp |
| Annual return | 15.42% | 23.67%-8.2pp | 107.36%-91.9pp | 35.65%-20.2pp |
| Employer contribution / active EE | $4,611 | $2,063+123.5% | $3,469+32.9% | $2,756+67.3% |
| Participant deferral / active EE | $11,196 | $3,187+251.3% | $4,994+124.2% | $4,299+160.4% |
| Admin fee / account holder | $7,708 | $5,781+33.3% | $9,440-18.4% | $6,940+11.1% |