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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 | $182,614 | $70,002+160.9% | $115,038+58.7% | $52,331+249.0% |
| Participation rate | 95.3% | 72.1%+23.2pp | 81.4%+14.0pp | 68.1%+27.2pp |
| Annual return | 5.22% | 4.04%+1.2pp | 26.14%-20.9pp | 4.54%+0.7pp |
| Employer contribution / active EE | $28,914 | $2,715+965.0% | $4,608+527.5% | $1,882+1436.6% |
| Participant deferral / active EE | $5,605 | $4,920+13.9% | $6,026-7.0% | $3,022+85.5% |
| Admin fee / account holder | $5,705 | $566+907.9% | $8,175-30.2% | $592+864.4% |