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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 | $91,569 | $84,458+8.4% | $102,184-10.4% | $64,340+42.3% |
| Participation rate | 80.2% | 74.2%+6.0pp | 82.6%-2.4pp | 55.2%+24.9pp |
| Annual return | 22.05% | 45.73%-23.7pp | 31.58%-9.5pp | 24.14%-2.1pp |
| Employer contribution / active EE | $3,999 | $2,412+65.8% | $3,594+11.3% | $1,862+114.8% |
| Participant deferral / active EE | $7,761 | $6,208+25.0% | $8,309-6.6% | $2,980+160.4% |
| Admin fee / account holder | $16,445 | $2,926+462.1% | $11,609+41.7% | $3,703+344.2% |