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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 | $126,121 | $76,312+65.3% | $67,221+87.6% | $158,982-20.7% |
| Participation rate | 93.8% | 84.3%+9.4pp | 79.4%+14.4pp | 82.0%+11.8pp |
| Annual return | 16.77% | 22.77%-6.0pp | 20.72%-4.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $11,905 | $4,476+165.9% | $3,723+219.7% | $4,763+149.9% |
| Participant deferral / active EE | $12,213 | $5,264+132.0% | $4,384+178.6% | $5,983+104.1% |
| Admin fee / account holder | $1,728 | $8,005-78.4% | $5,844-70.4% | $11,252-84.6% |