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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 | $159,541 | $78,707+102.7% | $117,861+35.4% | $70,126+127.5% |
| Participation rate | 88.5% | 73.2%+15.3pp | 79.7%+8.8pp | 69.5%+18.9pp |
| Annual return | 14.95% | 23.30%-8.3pp | 335.11%-320.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,508 | $2,223+12.8% | $3,786-33.8% | $2,343+7.1% |
| Participant deferral / active EE | $4,095 | $3,297+24.2% | $4,482-8.6% | $3,332+22.9% |
| Admin fee / account holder | $15,179 | $5,066+199.7% | $8,021+89.3% | $4,645+226.8% |