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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 | $94,400 | $89,364+5.6% | $141,177-33.1% | $72,983+29.3% |
| Participation rate | 78.3% | 75.1%+3.1pp | 82.5%-4.2pp | 69.5%+8.8pp |
| Annual return | 20.84% | 111.86%-91.0pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $4,386 | $3,115+40.8% | $4,736-7.4% | $2,440+79.8% |
| Participant deferral / active EE | $8,564 | $5,419+58.0% | $6,710+27.6% | $3,608+137.4% |
| Admin fee / account holder | $9,054 | $5,959+51.9% | $10,263-11.8% | $5,124+76.7% |