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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 | $79,786 | $65,364+22.1% | $92,909-14.1% | $72,975+9.3% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 16.59% | 42.11%-25.5pp | 109.44%-92.9pp | 81.01%-64.4pp |
| Employer contribution / active EE | $4,474 | $2,594+72.4% | $3,653+22.4% | $2,440+83.3% |
| Participant deferral / active EE | $2,723 | $3,128-12.9% | $4,238-35.7% | $3,608-24.5% |
| Admin fee / account holder | $8,782 | $4,251+106.6% | $5,795+51.5% | $5,124+71.4% |