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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 | $177,370 | $106,749+66.2% | $145,433+22.0% | $82,448+115.1% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 16.31% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,940 | $3,444+101.5% | $4,554+52.4% | $2,551+172.0% |
| Participant deferral / active EE | $10,976 | $6,519+68.4% | $7,897+39.0% | $4,139+165.2% |
| Admin fee / account holder | $2,884 | $8,390-65.6% | $13,129-78.0% | $7,234-60.1% |