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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 | $207,247 | $89,364+131.9% | $141,177+46.8% | $72,983+184.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 22.37% | 111.86%-89.5pp | 71.40%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,342 | $3,115-56.9% | $4,736-71.7% | $2,440-45.0% |
| Participant deferral / active EE | $5,201 | $5,419-4.0% | $6,710-22.5% | $3,608+44.2% |
| Admin fee / account holder | $1,869 | $5,959-68.6% | $10,263-81.8% | $5,124-63.5% |