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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 | $79,403 | $70,002+13.4% | $115,038-31.0% | $52,331+51.7% |
| Participation rate | 81.0% | 72.1%+8.9pp | 81.4%-0.4pp | 68.1%+12.9pp |
| Annual return | 20.95% | 4.04%+16.9pp | 26.14%-5.2pp | 4.54%+16.4pp |
| Employer contribution / active EE | $3,455 | $2,715+27.3% | $4,608-25.0% | $1,882+83.6% |
| Participant deferral / active EE | $5,393 | $4,920+9.6% | $6,026-10.5% | $3,022+78.5% |
| Admin fee / account holder | $5,240 | $566+825.8% | $8,175-35.9% | $592+785.8% |