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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 | $104,174 | $93,617+11.3% | $135,982-23.4% | $75,177+38.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.11% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $7,788 | $3,538+120.1% | $4,859+60.3% | $2,671+191.6% |
| Participant deferral / active EE | $9,929 | $6,406+55.0% | $7,760+28.0% | $4,126+140.6% |
| Admin fee / account holder | $7,092 | $6,980+1.6% | $10,767-34.1% | $5,651+25.5% |