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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 | $153,232 | $77,920+96.7% | $149,723+2.3% | $75,177+103.8% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $9,964 | $3,138+217.5% | $4,821+106.7% | $2,671+273.0% |
| Participant deferral / active EE | $10,022 | $3,411+193.8% | $5,682+76.4% | $4,126+142.9% |
| Admin fee / account holder | $4,174 | $5,951-29.9% | $13,215-68.4% | $5,651-26.1% |