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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 | $246,024 | $93,617+162.8% | $135,982+80.9% | $75,177+227.3% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 20.31% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $4,257 | $3,538+20.3% | $4,859-12.4% | $2,671+59.4% |
| Participant deferral / active EE | $8,956 | $6,406+39.8% | $7,760+15.4% | $4,126+117.0% |
| Admin fee / account holder | $24,197 | $6,980+246.7% | $10,767+124.7% | $5,651+328.2% |