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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 | $72,222 | $63,924+13.0% | $108,582-33.5% | $55,167+30.9% |
| Participation rate | 93.8% | 74.3%+19.4pp | 79.6%+14.2pp | 69.0%+24.8pp |
| Annual return | 9.17% | 15.31%-6.1pp | -51.70%+60.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $3,585 | $1,879+90.8% | $3,758-4.6% | $1,963+82.7% |
| Participant deferral / active EE | $5,354 | $3,067+74.6% | $4,311+24.2% | $3,054+75.3% |
| Admin fee / account holder | $7,560 | $618+1123.9% | $7,645-1.1% | $504+1400.2% |