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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 | $119,277 | $65,367+82.5% | $92,915+28.4% | $72,976+63.4% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.0pp |
| Annual return | 22.17% | 42.11%-19.9pp | 109.45%-87.3pp | 81.02%-58.8pp |
| Employer contribution / active EE | $8,374 | $2,594+222.8% | $3,653+129.2% | $2,440+243.2% |
| Participant deferral / active EE | $4,374 | $3,128+39.8% | $4,238+3.2% | $3,608+21.2% |
| Admin fee / account holder | $6,022 | $4,251+41.7% | $5,796+3.9% | $5,124+17.5% |