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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 | $93,004 | $76,407+21.7% | $150,298-38.1% | $82,448+12.8% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 14.25% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $5,929 | $2,614+126.8% | $4,154+42.7% | $2,551+132.4% |
| Participant deferral / active EE | $6,326 | $3,214+96.8% | $5,453+16.0% | $4,139+52.8% |
| Admin fee / account holder | $41,506 | $6,352+553.4% | $14,116+194.0% | $7,234+473.7% |