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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 | $97,452 | $106,749-8.7% | $145,433-33.0% | $82,448+18.2% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 29.00% | 27.59%+1.4pp | 66.58%-37.6pp | 41.64%-12.6pp |
| Employer contribution / active EE | $7,408 | $3,444+115.1% | $4,554+62.6% | $2,551+190.4% |
| Participant deferral / active EE | $14,081 | $6,519+116.0% | $7,897+78.3% | $4,139+240.2% |
| Admin fee / account holder | $2,185 | $8,390-74.0% | $13,129-83.4% | $7,234-69.8% |