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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 | $85,416 | $77,638+10.0% | $156,551-45.4% | $62,881+35.8% |
| Participation rate | 84.3% | 71.2%+13.1pp | 84.0%+0.3pp | 69.3%+15.0pp |
| Annual return | 11.85% | 50.33%-38.5pp | 32.23%-20.4pp | 20.14%-8.3pp |
| Employer contribution / active EE | $5,173 | $3,444+50.2% | $5,501-6.0% | $2,281+126.8% |
| Participant deferral / active EE | $4,226 | $3,046+38.8% | $4,871-13.2% | $3,203+31.9% |
| Admin fee / account holder | $5,227 | $5,561-6.0% | $13,028-59.9% | $4,296+21.7% |