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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 | $122,315 | $54,541+124.3% | $78,778+55.3% | $70,126+74.4% |
| Participation rate | 89.2% | 60.8%+28.4pp | 69.2%+20.0pp | 69.5%+19.6pp |
| Annual return | 17.83% | 21.07%-3.2pp | 35.62%-17.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,569 | $1,089+136.0% | $1,986+29.4% | $2,343+9.7% |
| Participant deferral / active EE | $6,648 | $2,210+200.8% | $2,958+124.7% | $3,332+99.5% |
| Admin fee / account holder | $4,184 | $3,709+12.8% | $5,134-18.5% | $4,645-9.9% |