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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 | $110,222 | $88,672+24.3% | $105,223+4.8% | $82,448+33.7% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 17.31% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,323 | $3,048+41.8% | $3,689+17.2% | $2,551+69.5% |
| Participant deferral / active EE | $4,758 | $4,036+17.9% | $5,072-6.2% | $4,139+14.9% |
| Admin fee / account holder | $3,842 | $7,146-46.2% | $8,859-56.6% | $7,234-46.9% |