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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 | $238,057 | $91,086+161.4% | $203,872+16.8% | $86,983+173.7% |
| Participation rate | 72.4% | 65.8%+6.6pp | 77.8%-5.4pp | 69.5%+2.9pp |
| Annual return | 13.51% | 22.30%-8.8pp | 85.11%-71.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,876 | $2,063+39.4% | $3,757-23.5% | $2,584+11.3% |
| Participant deferral / active EE | $10,086 | $4,019+151.0% | $6,388+57.9% | $4,194+140.5% |
| Admin fee / account holder | $32,593 | $8,987+262.7% | $11,730+177.9% | $7,856+314.9% |