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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 | $119,441 | $96,731+23.5% | $123,973-3.7% | $86,983+37.3% |
| Participation rate | 83.7% | 70.0%+13.7pp | 76.7%+7.1pp | 69.5%+14.2pp |
| Annual return | 13.00% | 17.33%-4.3pp | 388.13%-375.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $4,527 | $3,297+37.3% | $4,126+9.7% | $2,584+75.1% |
| Participant deferral / active EE | $5,021 | $4,152+20.9% | $5,247-4.3% | $4,194+19.7% |
| Admin fee / account holder | $70,695 | $8,722+710.5% | $11,799+499.2% | $7,856+799.9% |