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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 | $137,335 | $125,797+9.2% | $170,043-19.2% | $75,173+82.7% |
| Participation rate | 89.2% | 83.6%+5.6pp | 87.0%+2.2pp | 67.2%+22.0pp |
| Annual return | 20.58% | 27.20%-6.6pp | 53.40%-32.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $5,188 | $4,616+12.4% | $6,790-23.6% | $2,671+94.2% |
| Participant deferral / active EE | $12,660 | $6,838+85.2% | $10,410+21.6% | $4,126+206.8% |
| Admin fee / account holder | $8,758 | $8,177+7.1% | $12,824-31.7% | $5,651+55.0% |