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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 | $76,734 | $65,364+17.4% | $92,909-17.4% | $72,975+5.2% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 18.39% | 42.11%-23.7pp | 109.44%-91.1pp | 81.01%-62.6pp |
| Employer contribution / active EE | $4,305 | $2,594+66.0% | $3,653+17.8% | $2,440+76.4% |
| Participant deferral / active EE | $3,658 | $3,128+16.9% | $4,238-13.7% | $3,608+1.4% |
| Admin fee / account holder | $834 | $4,251-80.4% | $5,795-85.6% | $5,124-83.7% |