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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 | $248,984 | $112,935+120.5% | $90,970+173.7% | $158,966+56.6% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 22.40% | 215.79%-193.4pp | 134.58%-112.2pp | 302.95%-280.6pp |
| Employer contribution / active EE | $2,042 | $2,895-29.4% | $2,122-3.8% | $4,762-57.1% |
| Participant deferral / active EE | $3,948 | $4,129-4.4% | $3,373+17.0% | $5,983-34.0% |
| Admin fee / account holder | $10,211 | $8,045+26.9% | $5,960+71.3% | $11,250-9.2% |