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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 | $134,095 | $81,358+64.8% | $155,556-13.8% | $80,959+65.6% |
| Participation rate | 84.5% | 66.3%+18.2pp | 78.2%+6.3pp | 67.7%+16.8pp |
| Annual return | 12.16% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $7,091 | $3,106+128.3% | $4,675+51.7% | $2,757+157.2% |
| Participant deferral / active EE | $3,334 | $3,455-3.5% | $5,631-40.8% | $4,300-22.5% |
| Admin fee / account holder | $2,716 | $7,994-66.0% | $15,885-82.9% | $6,925-60.8% |