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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 | $112,066 | $102,429+9.4% | $147,096-23.8% | $80,925+38.5% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 15.41% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $3,453 | $3,716-7.1% | $4,936-30.1% | $2,756+25.3% |
| Participant deferral / active EE | $4,941 | $6,649-25.7% | $8,071-38.8% | $4,299+14.9% |
| Admin fee / account holder | $17,476 | $7,957+119.6% | $13,005+34.4% | $6,940+151.8% |