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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 | $80,115 | $76,371+4.9% | $93,621-14.4% | $72,976+9.8% |
| Participation rate | 81.1% | 71.8%+9.3pp | 75.8%+5.2pp | 69.5%+11.6pp |
| Annual return | 44.87% | 25.82%+19.1pp | 32.76%+12.1pp | 81.02%-36.1pp |
| Employer contribution / active EE | $3,829 | $2,276+68.2% | $2,719+40.8% | $2,440+56.9% |
| Participant deferral / active EE | $8,959 | $3,538+153.2% | $4,070+120.1% | $3,608+148.3% |
| Admin fee / account holder | $3,661 | $6,839-46.5% | $7,890-53.6% | $5,124-28.6% |