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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 | $178,877 | $76,407+134.1% | $150,298+19.0% | $82,448+117.0% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 16.10% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,133 | $2,614+58.1% | $4,154-0.5% | $2,551+62.0% |
| Participant deferral / active EE | $6,028 | $3,214+87.5% | $5,453+10.5% | $4,139+45.6% |
| Admin fee / account holder | $5,619 | $6,352-11.5% | $14,116-60.2% | $7,234-22.3% |