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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 | $217,998 | $98,760+120.7% | $149,715+45.6% | $79,858+173.0% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.1pp |
| Annual return | 19.58% | 27.43%-7.8pp | 276.66%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $3,980 | $3,217+23.7% | $4,645-14.3% | $2,471+61.1% |
| Participant deferral / active EE | $6,548 | $5,681+15.3% | $6,842-4.3% | $3,740+75.1% |
| Admin fee / account holder | $24,942 | $6,053+312.0% | $9,310+167.9% | $5,306+370.1% |