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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 | $191,235 | $99,875+91.5% | $146,866+30.2% | $86,983+119.9% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.5%+17.1pp |
| Annual return | 17.51% | 28.10%-10.6pp | 102.85%-85.3pp | 25.83%-8.3pp |
| Employer contribution / active EE | $3,686 | $3,224+14.3% | $4,425-16.7% | $2,584+42.6% |
| Participant deferral / active EE | $12,674 | $6,322+100.5% | $7,759+63.3% | $4,194+202.2% |
| Admin fee / account holder | $846 | $7,838-89.2% | $13,620-93.8% | $7,856-89.2% |