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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 | $133,807 | $105,284+27.1% | $150,734-11.2% | $94,015+42.3% |
| Participation rate | 82.4% | 71.7%+10.6pp | 78.4%+3.9pp | 70.8%+11.5pp |
| Annual return | 12.49% | 15.67%-3.2pp | 600.81%-588.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $3,935 | $3,599+9.3% | $4,918-20.0% | $2,790+41.0% |
| Participant deferral / active EE | $7,328 | $4,274+71.5% | $5,610+30.6% | $4,249+72.5% |
| Admin fee / account holder | $29,960 | $9,839+204.5% | $14,905+101.0% | $8,951+234.7% |