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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 | $123,731 | $73,988+67.2% | $96,538+28.2% | $75,177+64.6% |
| Participation rate | 85.0% | 66.4%+18.6pp | 74.3%+10.7pp | 67.2%+17.8pp |
| Annual return | 18.35% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $5,091 | $2,930+73.7% | $3,740+36.1% | $2,671+90.6% |
| Participant deferral / active EE | $10,767 | $3,660+194.1% | $4,880+120.6% | $4,126+160.9% |
| Admin fee / account holder | $16,577 | $5,220+217.6% | $6,737+146.1% | $5,651+193.3% |