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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 | $129,166 | $78,425+64.7% | $95,956+34.6% | $79,858+61.7% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.2pp |
| Annual return | 12.47% | 19.37%-6.9pp | 91.63%-79.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $2,324 | $1,945+19.5% | $2,541-8.6% | $2,471-6.0% |
| Participant deferral / active EE | $7,544 | $3,440+119.3% | $4,167+81.1% | $3,740+101.7% |
| Admin fee / account holder | $12,688 | $5,622+125.7% | $6,797+86.7% | $5,306+139.1% |