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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 | $88,692 | $93,617-5.3% | $135,982-34.8% | $75,177+18.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 21.50% | 30.89%-9.4pp | 68.32%-46.8pp | 160.75%-139.3pp |
| Employer contribution / active EE | $10,525 | $3,538+197.5% | $4,859+116.6% | $2,671+294.0% |
| Participant deferral / active EE | $21,265 | $6,406+232.0% | $7,760+174.0% | $4,126+415.3% |
| Admin fee / account holder | $9,158 | $6,980+31.2% | $10,767-14.9% | $5,651+62.1% |