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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 | $145,545 | $98,240+48.2% | $82,312+76.8% | $147,586-1.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 12.58% | 30.85%-18.3pp | 25.88%-13.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,496 | $3,192+9.5% | $2,428+44.0% | $4,876-28.3% |
| Participant deferral / active EE | $10,689 | $4,383+143.9% | $3,706+188.4% | $5,439+96.5% |
| Admin fee / account holder | $3,198 | $8,563-62.7% | $5,608-43.0% | $10,886-70.6% |