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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 | $156,784 | $77,905+101.3% | $149,682+4.7% | $75,173+108.6% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+14.9pp |
| Annual return | 22.73% | 31.72%-9.0pp | 134.35%-111.6pp | 160.65%-137.9pp |
| Employer contribution / active EE | $4,128 | $3,138+31.6% | $4,818-14.3% | $2,670+54.6% |
| Participant deferral / active EE | $8,095 | $3,411+137.3% | $5,681+42.5% | $4,126+96.2% |
| Admin fee / account holder | $34,472 | $5,957+478.7% | $13,210+161.0% | $5,651+510.0% |