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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 | $158,488 | $65,361+142.5% | $92,903+70.6% | $72,983+117.2% |
| Participation rate | 88.7% | 68.3%+20.4pp | 76.0%+12.7pp | 69.5%+19.2pp |
| Annual return | 23.76% | 42.11%-18.3pp | 109.43%-85.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $868 | $2,594-66.5% | $3,653-76.2% | $2,440-64.4% |
| Participant deferral / active EE | $5,204 | $3,128+66.4% | $4,238+22.8% | $3,608+44.3% |
| Admin fee / account holder | $2,960 | $4,251-30.4% | $5,795-48.9% | $5,124-42.2% |