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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 | $145,340 | $76,551+89.9% | $123,894+17.3% | $62,881+131.1% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 9.02% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $8,125 | $2,882+181.9% | $4,617+76.0% | $2,281+256.2% |
| Participant deferral / active EE | $8,861 | $4,840+83.1% | $5,984+48.1% | $3,203+176.7% |
| Admin fee / account holder | $6,836 | $4,826+41.7% | $8,357-18.2% | $4,296+59.1% |