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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 | $112,424 | $81,276+38.3% | $155,574-27.7% | $80,925+38.9% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 15.58% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $4,654 | $3,103+50.0% | $4,676-0.5% | $2,756+68.8% |
| Participant deferral / active EE | $5,425 | $3,453+57.1% | $5,629-3.6% | $4,299+26.2% |
| Admin fee / account holder | $1,304 | $7,993-83.7% | $15,914-91.8% | $6,940-81.2% |