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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 | $110,180 | $81,331+35.5% | $155,534-29.2% | $80,935+36.1% |
| Participation rate | 98.4% | 66.3%+32.2pp | 78.2%+20.2pp | 67.7%+30.8pp |
| Annual return | 14.79% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $9,929 | $3,105+219.8% | $4,675+112.4% | $2,757+260.2% |
| Participant deferral / active EE | $6,823 | $3,454+97.5% | $5,630+21.2% | $4,299+58.7% |
| Admin fee / account holder | $4,001 | $7,999-50.0% | $15,900-74.8% | $6,924-42.2% |