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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 | $149,240 | $87,841+69.9% | $133,981+11.4% | $62,891+137.3% |
| Participation rate | 93.2% | 83.4%+9.8pp | 87.1%+6.1pp | 69.3%+23.9pp |
| Annual return | 6.43% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $24,048 | $3,483+590.5% | $5,211+361.5% | $2,281+954.3% |
| Participant deferral / active EE | $14,463 | $4,812+200.5% | $6,282+130.2% | $3,203+351.5% |
| Admin fee / account holder | $30,811 | $5,371+473.6% | $9,324+230.4% | $4,296+617.3% |