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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 | $134,222 | $89,370+50.2% | $141,197-4.9% | $72,976+83.9% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 25.61% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $9,717 | $3,115+211.9% | $4,736+105.2% | $2,440+298.2% |
| Participant deferral / active EE | $7,258 | $5,419+33.9% | $6,710+8.2% | $3,608+101.2% |
| Admin fee / account holder | $3,822 | $5,957-35.8% | $10,265-62.8% | $5,124-25.4% |