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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 | $227,462 | $102,422+122.1% | $147,117+54.6% | $80,959+181.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 12.76% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,233 | $3,717-39.9% | $4,932-54.7% | $2,757-19.0% |
| Participant deferral / active EE | $8,005 | $6,652+20.3% | $8,065-0.7% | $4,300+86.1% |
| Admin fee / account holder | $6,470 | $7,953-18.7% | $12,993-50.2% | $6,925-6.6% |