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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 | $121,906 | $78,690+54.9% | $161,489-24.5% | $87,485+39.3% |
| Participation rate | 86.2% | 67.5%+18.7pp | 78.7%+7.5pp | 68.9%+17.3pp |
| Annual return | 15.43% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $4,000 | $2,588+54.5% | $4,268-6.3% | $2,596+54.1% |
| Participant deferral / active EE | $4,612 | $3,311+39.3% | $5,630-18.1% | $4,274+7.9% |
| Admin fee / account holder | $4,519 | $6,724-32.8% | $16,006-71.8% | $7,775-41.9% |