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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 | $107,774 | $51,244+110.3% | $80,977+33.1% | $55,167+95.4% |
| Participation rate | 88.2% | 71.7%+16.6pp | 75.8%+12.4pp | 69.0%+19.2pp |
| Annual return | 10.02% | 17.39%-7.4pp | 17.11%-7.1pp | 169.23%-159.2pp |
| Employer contribution / active EE | $3,743 | $1,770+111.5% | $3,715+0.8% | $1,963+90.7% |
| Participant deferral / active EE | $4,404 | $4,418-0.3% | $5,696-22.7% | $3,054+44.2% |
| Admin fee / account holder | $11,772 | $398+2857.4% | $5,517+113.4% | $504+2236.2% |