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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 | $187,700 | $68,880+172.5% | $120,580+55.7% | $80,959+131.8% |
| Participation rate | 76.3% | 61.7%+14.6pp | 72.0%+4.4pp | 67.7%+8.6pp |
| Annual return | 14.90% | 23.68%-8.8pp | 107.48%-92.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,320 | $2,066+12.3% | $3,469-33.1% | $2,757-15.9% |
| Participant deferral / active EE | $5,508 | $3,191+72.6% | $4,995+10.3% | $4,300+28.1% |
| Admin fee / account holder | $3,079 | $5,785-46.8% | $9,418-67.3% | $6,925-55.5% |