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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 | $192,993 | $102,422+88.4% | $147,117+31.2% | $80,959+138.4% |
| Participation rate | 77.9% | 75.9%+2.0pp | 82.2%-4.3pp | 67.7%+10.3pp |
| Annual return | 16.80% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,192 | $3,717-14.1% | $4,932-35.3% | $2,757+15.8% |
| Participant deferral / active EE | $8,031 | $6,652+20.7% | $8,065-0.4% | $4,300+86.8% |
| Admin fee / account holder | $13,702 | $7,953+72.3% | $12,993+5.5% | $6,925+97.9% |