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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 | $122,435 | $80,992+51.2% | $96,534+26.8% | $75,173+62.9% |
| Participation rate | 75.3% | 71.8%+3.6pp | 76.0%-0.6pp | 67.2%+8.1pp |
| Annual return | 19.96% | 27.05%-7.1pp | 25.88%-5.9pp | 160.72%-140.8pp |
| Employer contribution / active EE | $3,034 | $2,283+32.9% | $2,965+2.3% | $2,671+13.6% |
| Participant deferral / active EE | $5,109 | $3,929+30.0% | $4,851+5.3% | $4,126+23.8% |
| Admin fee / account holder | $11,099 | $6,717+65.2% | $8,253+34.5% | $5,651+96.4% |