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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 | $178,183 | $89,367+99.4% | $141,191+26.2% | $72,975+144.2% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 23.40% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $3,469 | $3,115+11.4% | $4,736-26.8% | $2,440+42.2% |
| Participant deferral / active EE | $4,539 | $5,419-16.2% | $6,710-32.4% | $3,608+25.8% |
| Admin fee / account holder | $10,511 | $5,957+76.5% | $10,264+2.4% | $5,124+105.1% |