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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 | $119,181 | $93,617+27.3% | $135,982-12.4% | $75,177+58.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.68% | 30.89%-13.2pp | 68.32%-50.6pp | 160.75%-143.1pp |
| Employer contribution / active EE | $10,613 | $3,538+200.0% | $4,859+118.4% | $2,671+297.3% |
| Participant deferral / active EE | $17,402 | $6,406+171.7% | $7,760+124.3% | $4,126+321.7% |
| Admin fee / account holder | $8,265 | $6,980+18.4% | $10,767-23.2% | $5,651+46.2% |