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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 | $105,641 | $77,920+35.6% | $149,723-29.4% | $75,177+40.5% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 16.28% | 31.72%-15.4pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $8,974 | $3,138+186.0% | $4,821+86.1% | $2,671+236.0% |
| Participant deferral / active EE | $4,499 | $3,411+31.9% | $5,682-20.8% | $4,126+9.0% |
| Admin fee / account holder | $912 | $5,951-84.7% | $13,215-93.1% | $5,651-83.9% |