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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 | $233,537 | $98,776+136.4% | $149,745+56.0% | $79,856+192.4% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 13.81% | 27.38%-13.6pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,896 | $3,217-10.0% | $4,646-37.7% | $2,471+17.2% |
| Participant deferral / active EE | $5,974 | $5,681+5.2% | $6,843-12.7% | $3,741+59.7% |
| Admin fee / account holder | $3,266 | $6,053-46.0% | $9,312-64.9% | $5,306-38.5% |