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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 | $139,441 | $81,233+71.7% | $155,567-10.4% | $80,874+72.4% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 11.59% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $7,162 | $3,101+131.0% | $4,674+53.2% | $2,756+159.9% |
| Participant deferral / active EE | $3,720 | $3,452+7.7% | $5,628-33.9% | $4,297-13.4% |
| Admin fee / account holder | $4,267 | $7,998-46.6% | $15,916-73.2% | $6,935-38.5% |