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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 | $198,261 | $83,898+136.3% | $133,346+48.7% | $94,015+110.9% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.8%+18.3pp | 70.8%+20.4pp |
| Annual return | 12.13% | 16.00%-3.9pp | 36.85%-24.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $3,382 | $1,821+85.8% | $2,853+18.5% | $2,790+21.2% |
| Participant deferral / active EE | $3,318 | $3,245+2.3% | $4,332-23.4% | $4,249-21.9% |
| Admin fee / account holder | $7,839 | $7,809+0.4% | $14,264-45.0% | $8,951-12.4% |