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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 | $91,269 | $77,908+17.1% | $149,696-39.0% | $75,173+21.4% |
| Participation rate | 79.5% | 65.6%+14.0pp | 78.8%+0.8pp | 67.2%+12.3pp |
| Annual return | 14.21% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $7,776 | $3,138+147.8% | $4,821+61.3% | $2,671+191.1% |
| Participant deferral / active EE | $4,256 | $3,411+24.8% | $5,682-25.1% | $4,126+3.1% |
| Admin fee / account holder | $1,252 | $5,950-79.0% | $13,212-90.5% | $5,651-77.8% |