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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 | $124,038 | $89,367+38.8% | $141,191-12.1% | $72,975+70.0% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 22.42% | 111.87%-89.5pp | 71.41%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $3,781 | $3,115+21.4% | $4,736-20.2% | $2,440+55.0% |
| Participant deferral / active EE | $8,391 | $5,419+54.8% | $6,710+25.0% | $3,608+132.6% |
| Admin fee / account holder | $6,104 | $5,957+2.5% | $10,264-40.5% | $5,124+19.1% |