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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 | $132,655 | $67,411+96.8% | $91,004+45.8% | $70,126+89.2% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 19.33% | -40.16%+59.5pp | 4.60%+14.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,957 | $1,786+121.5% | $2,456+61.1% | $2,343+68.9% |
| Participant deferral / active EE | $5,290 | $2,823+87.4% | $3,548+49.1% | $3,332+58.8% |
| Admin fee / account holder | $9,130 | $4,236+115.5% | $5,417+68.5% | $4,645+96.5% |