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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 | $113,089 | $78,428+44.2% | $95,960+17.8% | $79,852+41.6% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 15.73% | 19.37%-3.6pp | 91.63%-75.9pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,984 | $1,945+2.0% | $2,541-21.9% | $2,471-19.7% |
| Participant deferral / active EE | $4,539 | $3,440+31.9% | $4,167+8.9% | $3,740+21.3% |
| Admin fee / account holder | $9,699 | $5,622+72.5% | $6,797+42.7% | $5,306+82.8% |