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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 | $93,165 | $78,428+18.8% | $95,960-2.9% | $79,852+16.7% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 12.42% | 19.37%-7.0pp | 91.63%-79.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,429 | $1,945+76.3% | $2,541+34.9% | $2,471+38.8% |
| Participant deferral / active EE | $12,402 | $3,440+260.5% | $4,167+197.6% | $3,740+231.6% |
| Admin fee / account holder | $25,864 | $5,622+360.0% | $6,797+280.5% | $5,306+387.4% |