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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 | $95,230 | $78,976+20.6% | $100,383-5.1% | $74,546+27.7% |
| Participation rate | 85.3% | 79.5%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 13.95% | 20.62%-6.7pp | 49.26%-35.3pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,487 | $3,019+15.5% | $3,944-11.6% | $2,624+32.9% |
| Participant deferral / active EE | $10,244 | $7,758+32.1% | $8,086+26.7% | $4,347+135.6% |
| Admin fee / account holder | $15,736 | $1,330+1083.2% | $7,900+99.2% | $1,944+709.6% |