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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 | $163,205 | $83,485+95.5% | $125,195+30.4% | $72,976+123.6% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 22.97% | 25.77%-2.8pp | 43.79%-20.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,055 | $2,346-12.4% | $3,866-46.8% | $2,440-15.8% |
| Participant deferral / active EE | $5,437 | $3,586+51.6% | $4,937+10.1% | $3,608+50.7% |
| Admin fee / account holder | $14,216 | $5,518+157.6% | $9,704+46.5% | $5,124+177.4% |