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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 | $198,672 | $95,453+108.1% | $112,040+77.3% | $82,448+141.0% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.5%+12.7pp | 68.1%+21.1pp |
| Annual return | 12.39% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $10,575 | $2,318+356.3% | $2,954+258.0% | $2,551+314.6% |
| Participant deferral / active EE | $3,379 | $4,224-20.0% | $5,098-33.7% | $4,139-18.4% |
| Admin fee / account holder | $2,093 | $9,013-76.8% | $12,098-82.7% | $7,234-71.1% |