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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 | $194,517 | $72,486+168.4% | $87,103+123.3% | $72,976+166.5% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 23.09% | 24.46%-1.4pp | 28.19%-5.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $4,435 | $1,894+134.2% | $2,521+75.9% | $2,440+81.8% |
| Participant deferral / active EE | $6,653 | $3,270+103.5% | $4,049+64.3% | $3,608+84.4% |
| Admin fee / account holder | $3,123 | $5,055-38.2% | $7,491-58.3% | $5,124-39.1% |