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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 | $245,525 | $126,661+93.8% | $113,397+116.5% | $138,895+76.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 10.99% | 25.05%-14.1pp | 23.20%-12.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $10,000 | $3,456+189.3% | $2,977+235.9% | $4,194+138.4% |
| Participant deferral / active EE | $3,862 | $5,693-32.2% | $5,076-23.9% | $6,396-39.6% |
| Admin fee / account holder | $6,635 | $14,549-54.4% | $11,957-44.5% | $12,562-47.2% |