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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 | $119,019 | $61,605+93.2% | $112,273+6.0% | $75,181+58.3% |
| Participation rate | 85.7% | 61.7%+24.0pp | 72.4%+13.3pp | 67.2%+18.5pp |
| Annual return | 13.97% | 28.47%-14.5pp | 30.23%-16.3pp | 160.69%-146.7pp |
| Employer contribution / active EE | $3,354 | $2,015+66.4% | $3,431-2.2% | $2,671+25.6% |
| Participant deferral / active EE | $5,177 | $3,108+66.6% | $4,800+7.9% | $4,126+25.5% |
| Admin fee / account holder | $26,226 | $4,862+439.4% | $7,752+238.3% | $5,650+364.2% |