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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 | $97,550+103.7% | $120,344+65.1% | $87,485+127.1% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.7%+12.5pp | 68.9%+20.3pp |
| Annual return | 12.39% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.7pp |
| Employer contribution / active EE | $10,575 | $2,291+361.6% | $3,020+250.2% | $2,596+307.3% |
| Participant deferral / active EE | $3,379 | $4,230-20.1% | $5,135-34.2% | $4,274-20.9% |
| Admin fee / account holder | $2,093 | $9,543-78.1% | $12,742-83.6% | $7,775-73.1% |