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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 | $232,373 | $93,345+148.9% | $119,126+95.1% | $87,485+165.6% |
| Participation rate | 72.1% | 68.7%+3.4pp | 75.8%-3.6pp | 68.9%+3.2pp |
| Annual return | 12.28% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $5,124 | $3,172+61.6% | $4,034+27.0% | $2,596+97.4% |
| Participant deferral / active EE | $9,053 | $4,099+120.9% | $5,318+70.2% | $4,274+111.8% |
| Admin fee / account holder | $10,596 | $8,039+31.8% | $10,693-0.9% | $7,775+36.3% |