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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 | $62,667 | $52,279+19.9% | $89,435-29.9% | $79,856-21.5% |
| Participation rate | 73.1% | 57.5%+15.5pp | 68.0%+5.1pp | 69.6%+3.4pp |
| Annual return | 41.10% | 22.16%+18.9pp | 245.55%-204.5pp | 31.71%+9.4pp |
| Employer contribution / active EE | $2,251 | $1,572+43.2% | $2,587-13.0% | $2,471-8.9% |
| Participant deferral / active EE | $6,196 | $2,740+126.1% | $3,890+59.3% | $3,741+65.6% |
| Admin fee / account holder | $4,665 | $3,356+39.0% | $4,884-4.5% | $5,306-12.1% |