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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 | $117,019 | $98,760+18.5% | $149,710-21.8% | $79,860+46.5% |
| Participation rate | 94.0% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.4pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.63%-262.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $5,838 | $3,217+81.5% | $4,645+25.7% | $2,471+136.3% |
| Participant deferral / active EE | $7,844 | $5,681+38.1% | $6,842+14.7% | $3,740+109.7% |
| Admin fee / account holder | $12,622 | $6,053+108.5% | $9,309+35.6% | $5,306+137.9% |