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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 | $130,935 | $67,602+93.7% | $82,312+59.1% | $70,126+86.7% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.5pp | 69.5%+21.8pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $4,645 | $1,755+164.7% | $2,428+91.3% | $2,343+98.3% |
| Participant deferral / active EE | $3,314 | $2,987+11.0% | $3,706-10.6% | $3,332-0.5% |
| Admin fee / account holder | $1,766 | $4,512-60.9% | $5,608-68.5% | $4,645-62.0% |