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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 | $111,921 | $88,672+26.2% | $105,223+6.4% | $82,448+35.7% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 14.67% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,512 | $3,048-50.4% | $3,689-59.0% | $2,551-40.7% |
| Participant deferral / active EE | $6,047 | $4,036+49.8% | $5,072+19.2% | $4,139+46.1% |
| Admin fee / account holder | $4,298 | $7,146-39.9% | $8,859-51.5% | $7,234-40.6% |