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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 | $204,878 | $78,423+161.2% | $95,964+113.5% | $79,856+156.6% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 32.54% | 19.37%+13.2pp | 91.64%-59.1pp | 31.71%+0.8pp |
| Employer contribution / active EE | $2,165 | $1,945+11.3% | $2,541-14.8% | $2,471-12.4% |
| Participant deferral / active EE | $5,836 | $3,440+69.7% | $4,167+40.1% | $3,741+56.0% |
| Admin fee / account holder | $5,101 | $5,622-9.3% | $6,797-24.9% | $5,306-3.9% |