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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 | $140,909 | $77,638+81.5% | $156,551-10.0% | $62,881+124.1% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 12.18% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-8.0pp |
| Employer contribution / active EE | $5,012 | $3,444+45.5% | $5,501-8.9% | $2,281+119.7% |
| Participant deferral / active EE | $4,955 | $3,046+62.7% | $4,871+1.7% | $3,203+54.7% |
| Admin fee / account holder | $1,912 | $5,561-65.6% | $13,028-85.3% | $4,296-55.5% |