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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 | $85,726 | $45,343+89.1% | $150,298-43.0% | $67,986+26.1% |
| Participation rate | 74.6% | 51.9%+22.7pp | 77.8%-3.2pp | 57.2%+17.4pp |
| Annual return | 35.26% | 33.28%+2.0pp | 62.79%-27.5pp | 31.67%+3.6pp |
| Employer contribution / active EE | $2,719 | $1,462+86.0% | $4,154-34.6% | $2,019+34.7% |
| Participant deferral / active EE | $5,504 | $2,055+167.9% | $5,453+0.9% | $3,358+63.9% |
| Admin fee / account holder | $1,553 | $2,250-31.0% | $14,116-89.0% | $3,203-51.5% |