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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 | $104,591 | $102,422+2.1% | $147,117-28.9% | $80,959+29.2% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 19.81% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,329 | $3,717+16.4% | $4,932-12.2% | $2,757+57.0% |
| Participant deferral / active EE | $8,871 | $6,652+33.4% | $8,065+10.0% | $4,300+106.3% |
| Admin fee / account holder | $5,980 | $7,953-24.8% | $12,993-54.0% | $6,925-13.6% |