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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 | $223,856 | $80,992+176.4% | $96,534+131.9% | $75,173+197.8% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 15.52% | 27.05%-11.5pp | 25.88%-10.4pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,252 | $2,283-45.2% | $2,965-57.8% | $2,671-53.1% |
| Participant deferral / active EE | $5,869 | $3,929+49.4% | $4,851+21.0% | $4,126+42.2% |
| Admin fee / account holder | $12,522 | $6,717+86.4% | $8,253+51.7% | $5,651+121.6% |