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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 | $190,385 | $100,060+90.3% | $149,721+27.2% | $70,126+171.5% |
| Participation rate | 71.8% | 83.6%-11.8pp | 87.1%-15.3pp | 69.5%+2.3pp |
| Annual return | 28.25% | 27.46%+0.8pp | 1501.67%-1473.4pp | 73.15%-44.9pp |
| Employer contribution / active EE | $2,373 | $3,661-35.2% | $5,444-56.4% | $2,343+1.3% |
| Participant deferral / active EE | $3,514 | $4,982-29.5% | $6,568-46.5% | $3,332+5.5% |
| Admin fee / account holder | $5,492 | $8,285-33.7% | $11,282-51.3% | $4,645+18.2% |