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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 | $81,358+71.4% | $155,556-10.4% | $80,959+72.2% |
| Participation rate | 98.6% | 66.3%+32.3pp | 78.2%+20.4pp | 67.7%+30.9pp |
| Annual return | 11.59% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $7,162 | $3,106+130.6% | $4,675+53.2% | $2,757+159.8% |
| Participant deferral / active EE | $3,720 | $3,455+7.6% | $5,631-33.9% | $4,300-13.5% |
| Admin fee / account holder | $4,267 | $7,994-46.6% | $15,885-73.1% | $6,925-38.4% |