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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 | $134,835 | $76,407+76.5% | $150,298-10.3% | $82,448+63.5% |
| Participation rate | 92.2% | 66.4%+25.8pp | 77.8%+14.4pp | 68.1%+24.1pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,681 | $2,614+40.8% | $4,154-11.4% | $2,551+44.3% |
| Participant deferral / active EE | $6,919 | $3,214+115.3% | $5,453+26.9% | $4,139+67.2% |
| Admin fee / account holder | $20,731 | $6,352+226.4% | $14,116+46.9% | $7,234+186.6% |