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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 | $74,538+22.8% | $92,805-1.3% | $65,306+40.2% |
| Participation rate | 80.2% | 76.3%+3.9pp | 83.5%-3.3pp | 57.7%+22.5pp |
| Annual return | 22.05% | 49.12%-27.1pp | 31.59%-9.5pp | 21.94%+0.1pp |
| Employer contribution / active EE | $3,999 | $2,362+69.3% | $3,424+16.8% | $1,967+103.3% |
| Participant deferral / active EE | $7,761 | $5,971+30.0% | $8,448-8.1% | $2,959+162.2% |
| Admin fee / account holder | $16,445 | $2,966+454.4% | $10,911+50.7% | $3,480+372.6% |