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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 | $127,885 | $91,559+39.7% | $133,978-4.5% | $79,856+60.1% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | 10.38% | 61.85%-51.5pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,880 | $2,384+20.8% | $3,919-26.5% | $2,471+16.6% |
| Participant deferral / active EE | $6,586 | $3,734+76.4% | $5,047+30.5% | $3,741+76.1% |
| Admin fee / account holder | $19,012 | $6,321+200.8% | $8,930+112.9% | $5,306+258.3% |