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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 | $99,920 | $77,920+28.2% | $149,723-33.3% | $75,177+32.9% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 16.89% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.9pp |
| Employer contribution / active EE | $3,854 | $3,138+22.8% | $4,821-20.1% | $2,671+44.3% |
| Participant deferral / active EE | $4,568 | $3,411+33.9% | $5,682-19.6% | $4,126+10.7% |
| Admin fee / account holder | $1,011 | $5,951-83.0% | $13,215-92.4% | $5,651-82.1% |