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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 | $165,252 | $78,423+110.7% | $95,964+72.2% | $79,856+106.9% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 15.55% | 19.37%-3.8pp | 91.64%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,251 | $1,945+15.7% | $2,541-11.4% | $2,471-8.9% |
| Participant deferral / active EE | $6,744 | $3,440+96.0% | $4,167+61.8% | $3,741+80.3% |
| Admin fee / account holder | $11,077 | $5,622+97.0% | $6,797+63.0% | $5,306+108.8% |