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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 | $155,346 | $93,598+66.0% | $135,974+14.2% | $75,173+106.7% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 19.40% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $6,697 | $3,538+89.3% | $4,859+37.8% | $2,671+150.7% |
| Participant deferral / active EE | $4,150 | $6,405-35.2% | $7,760-46.5% | $4,126+0.6% |
| Admin fee / account holder | $9,979 | $6,978+43.0% | $10,767-7.3% | $5,651+76.6% |