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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 | $178,148 | $94,031+89.5% | $115,768+53.9% | $82,448+116.1% |
| Participation rate | 86.4% | 70.4%+15.9pp | 74.4%+12.0pp | 68.1%+18.3pp |
| Annual return | 14.62% | 20.61%-6.0pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,631 | $2,323+13.2% | $2,940-10.5% | $2,551+3.1% |
| Participant deferral / active EE | $9,123 | $3,972+129.7% | $4,917+85.6% | $4,139+120.4% |
| Admin fee / account holder | $8,647 | $10,249-15.6% | $12,439-30.5% | $7,234+19.5% |