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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 | $130,006 | $90,674+43.4% | $96,707+34.4% | $82,448+57.7% |
| Participation rate | 97.3% | 75.9%+21.4pp | 80.4%+17.0pp | 68.1%+29.3pp |
| Annual return | 17.35% | 49.05%-31.7pp | 34.78%-17.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $6,348 | $3,975+59.7% | $4,191+51.5% | $2,551+148.9% |
| Participant deferral / active EE | $13,655 | $5,696+139.7% | $5,997+127.7% | $4,139+229.9% |
| Admin fee / account holder | $15,399 | $7,568+103.5% | $7,503+105.2% | $7,234+112.9% |