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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 | $227,201 | $78,423+189.7% | $95,964+136.8% | $79,856+184.5% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.2pp |
| Annual return | 16.56% | 19.37%-2.8pp | 91.64%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,421 | $1,945-27.0% | $2,541-44.1% | $2,471-42.5% |
| Participant deferral / active EE | $5,506 | $3,440+60.1% | $4,167+32.2% | $3,741+47.2% |
| Admin fee / account holder | $5,856 | $5,622+4.2% | $6,797-13.8% | $5,306+10.4% |