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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 | $212,334 | $93,617+126.8% | $135,982+56.1% | $75,177+182.4% |
| Participation rate | 78.5% | 75.2%+3.3pp | 81.9%-3.5pp | 67.2%+11.3pp |
| Annual return | 19.43% | 30.89%-11.5pp | 68.32%-48.9pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,400 | $3,538-60.4% | $4,859-71.2% | $2,671-47.6% |
| Participant deferral / active EE | $4,435 | $6,406-30.8% | $7,760-42.8% | $4,126+7.5% |
| Admin fee / account holder | $15,390 | $6,980+120.5% | $10,767+42.9% | $5,651+172.3% |