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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 | $119,584 | $102,422+16.8% | $147,117-18.7% | $80,959+47.7% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.67% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,519 | $3,717-32.3% | $4,932-48.9% | $2,757-8.7% |
| Participant deferral / active EE | $5,532 | $6,652-16.8% | $8,065-31.4% | $4,300+28.6% |
| Admin fee / account holder | $11,360 | $7,953+42.8% | $12,993-12.6% | $6,925+64.0% |