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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 | $91,142 | $78,690+15.8% | $161,489-43.6% | $87,485+4.2% |
| Participation rate | 86.8% | 67.5%+19.4pp | 78.7%+8.1pp | 68.9%+17.9pp |
| Annual return | 33.12% | 32.74%+0.4pp | 89.72%-56.6pp | 26.06%+7.1pp |
| Employer contribution / active EE | $3,816 | $2,588+47.4% | $4,268-10.6% | $2,596+47.0% |
| Participant deferral / active EE | $9,673 | $3,311+192.2% | $5,630+71.8% | $4,274+126.3% |
| Admin fee / account holder | $13,102 | $6,724+94.9% | $16,006-18.1% | $7,775+68.5% |