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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 | $104,970 | $76,407+37.4% | $150,298-30.2% | $82,448+27.3% |
| Participation rate | 81.7% | 66.4%+15.3pp | 77.8%+4.0pp | 68.1%+13.7pp |
| Annual return | 18.78% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $6,488 | $2,614+148.2% | $4,154+56.2% | $2,551+154.4% |
| Participant deferral / active EE | $6,121 | $3,214+90.4% | $5,453+12.2% | $4,139+47.9% |
| Admin fee / account holder | $8,624 | $6,352+35.8% | $14,116-38.9% | $7,234+19.2% |