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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 | $111,596 | $57,541+93.9% | $95,740+16.6% | $75,173+48.5% |
| Participation rate | 84.1% | 62.5%+21.6pp | 72.3%+11.9pp | 67.2%+16.9pp |
| Annual return | 19.91% | 34.93%-15.0pp | 28.41%-8.5pp | 160.72%-140.8pp |
| Employer contribution / active EE | $5,687 | $1,808+214.6% | $2,836+100.5% | $2,671+112.9% |
| Participant deferral / active EE | $6,278 | $3,074+104.2% | $4,244+47.9% | $4,126+52.2% |
| Admin fee / account holder | $3,439 | $4,099-16.1% | $5,676-39.4% | $5,651-39.1% |