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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 | $120,403 | $46,534+158.7% | $64,097+87.8% | $75,177+60.2% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.0pp |
| Annual return | 20.49% | 26.07%-5.6pp | 33.75%-13.3pp | 160.75%-140.3pp |
| Employer contribution / active EE | $827 | $1,976-58.1% | $2,750-69.9% | $2,671-69.0% |
| Participant deferral / active EE | $7,644 | $2,835+169.6% | $3,881+96.9% | $4,126+85.2% |
| Admin fee / account holder | $1,363 | $2,957-53.9% | $3,070-55.6% | $5,651-75.9% |