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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 | $135,826 | $69,977+94.1% | $108,582+25.1% | $62,881+116.0% |
| Participation rate | 91.0% | 72.9%+18.1pp | 79.6%+11.4pp | 69.3%+21.7pp |
| Annual return | 7.96% | 10.73%-2.8pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,367 | $2,135+151.4% | $3,758+42.8% | $2,281+135.3% |
| Participant deferral / active EE | $4,106 | $3,165+29.8% | $4,311-4.7% | $3,203+28.2% |
| Admin fee / account holder | $3,629 | $5,076-28.5% | $7,645-52.5% | $4,296-15.5% |