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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 | $125,139 | $84,236+48.6% | $170,435-26.6% | $70,126+78.4% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,282 | $3,387-32.6% | $5,432-58.0% | $2,343-2.6% |
| Participant deferral / active EE | $5,847 | $3,086+89.5% | $4,939+18.4% | $3,332+75.5% |
| Admin fee / account holder | $10,597 | $5,698+86.0% | $13,881-23.7% | $4,645+128.1% |