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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 | $81,331+38.2% | $155,534-27.7% | $80,935+38.9% |
| Participation rate | 93.5% | 66.3%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 15.58% | 33.37%-17.8pp | 64.92%-49.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $4,654 | $3,105+49.9% | $4,675-0.4% | $2,757+68.8% |
| Participant deferral / active EE | $5,425 | $3,454+57.1% | $5,630-3.6% | $4,299+26.2% |
| Admin fee / account holder | $1,304 | $7,999-83.7% | $15,900-91.8% | $6,924-81.2% |