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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 | $191,350 | $209,336-8.6% | $197,124-2.9% | $137,256+39.4% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 15.20% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,829 | $6,591-57.1% | $6,227-54.6% | $4,156-31.9% |
| Participant deferral / active EE | $15,041 | $9,614+56.4% | $9,135+64.7% | $6,407+134.8% |
| Admin fee / account holder | $732 | $17,308-95.8% | $16,298-95.5% | $12,270-94.0% |