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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 | $116,806 | $88,672+31.7% | $105,223+11.0% | $82,448+41.7% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,479 | $3,048+14.1% | $3,689-5.7% | $2,551+36.4% |
| Participant deferral / active EE | $8,450 | $4,036+109.4% | $5,072+66.6% | $4,139+104.1% |
| Admin fee / account holder | $18,382 | $7,146+157.2% | $8,859+107.5% | $7,234+154.1% |