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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 | $232,719 | $98,766+135.6% | $149,730+55.4% | $79,852+191.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.70%-260.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $8,501 | $3,217+164.3% | $4,645+83.0% | $2,471+244.0% |
| Participant deferral / active EE | $5,105 | $5,681-10.1% | $6,843-25.4% | $3,740+36.5% |
| Admin fee / account holder | $3,072 | $6,052-49.2% | $9,310-67.0% | $5,306-42.1% |