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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 | $91,636 | $75,541+21.3% | $152,093-39.8% | $82,637+10.9% |
| Participation rate | 87.3% | 66.5%+20.7pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 19.45% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $7,937 | $2,622+202.7% | $4,175+90.1% | $2,552+211.0% |
| Participant deferral / active EE | $5,843 | $3,206+82.3% | $5,451+7.2% | $4,126+41.6% |
| Admin fee / account holder | $7,795 | $6,405+21.7% | $14,497-46.2% | $7,339+6.2% |