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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 | $101,688 | $81,358+25.0% | $155,556-34.6% | $80,959+25.6% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 11.32% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,130 | $3,106+65.1% | $4,675+9.7% | $2,757+86.1% |
| Participant deferral / active EE | $5,104 | $3,455+47.7% | $5,631-9.4% | $4,300+18.7% |
| Admin fee / account holder | $50,457 | $7,994+531.2% | $15,885+217.6% | $6,925+628.6% |