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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 | $66,889 | $53,774+24.4% | $134,162-50.1% | $79,856-16.2% |
| Participation rate | 82.4% | 58.8%+23.6pp | 72.2%+10.2pp | 69.6%+12.7pp |
| Annual return | 22.80% | 19.01%+3.8pp | 36.35%-13.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $4,922 | $1,322+272.4% | $3,705+32.8% | $2,471+99.2% |
| Participant deferral / active EE | $4,265 | $2,420+76.3% | $3,500+21.9% | $3,741+14.0% |
| Admin fee / account holder | $1,515 | $3,985-62.0% | $6,685-77.3% | $5,306-71.4% |