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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 | $193,387 | $78,707+145.7% | $117,861+64.1% | $70,126+175.8% |
| Participation rate | 77.1% | 73.2%+4.0pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 15.39% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,435 | $2,223+144.4% | $3,786+43.5% | $2,343+132.0% |
| Participant deferral / active EE | $3,291 | $3,297-0.2% | $4,482-26.6% | $3,332-1.2% |
| Admin fee / account holder | $2,596 | $5,066-48.8% | $8,021-67.6% | $4,645-44.1% |