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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 | $153,061 | $93,617+63.5% | $135,982+12.6% | $75,177+103.6% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 26.91% | 30.89%-4.0pp | 68.32%-41.4pp | 160.75%-133.8pp |
| Employer contribution / active EE | $5,103 | $3,538+44.2% | $4,859+5.0% | $2,671+91.1% |
| Participant deferral / active EE | $8,824 | $6,406+37.7% | $7,760+13.7% | $4,126+113.8% |
| Admin fee / account holder | $3,000 | $6,980-57.0% | $10,767-72.1% | $5,651-46.9% |