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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 | $202,977 | $83,485+143.1% | $125,192+62.1% | $72,975+178.1% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.3pp | 69.5%+8.9pp |
| Annual return | 21.54% | 25.77%-4.2pp | 43.79%-22.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,776 | $2,346+146.2% | $3,866+49.4% | $2,440+136.7% |
| Participant deferral / active EE | $8,501 | $3,586+137.1% | $4,937+72.2% | $3,608+135.6% |
| Admin fee / account holder | $5,949 | $5,518+7.8% | $9,704-38.7% | $5,124+16.1% |