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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 | $124,229 | $101,795+22.0% | $165,100-24.8% | $80,959+53.4% |
| Participation rate | 72.1% | 71.8%+0.3pp | 78.6%-6.5pp | 67.7%+4.4pp |
| Annual return | 11.66% | 16.73%-5.1pp | 70.21%-58.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $4,231 | $2,954+43.3% | $4,348-2.7% | $2,757+53.5% |
| Participant deferral / active EE | $9,226 | $4,476+106.1% | $6,035+52.9% | $4,300+114.6% |
| Admin fee / account holder | $1,216 | $8,221-85.2% | $12,696-90.4% | $6,925-82.4% |