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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 | $151,368 | $84,236+79.7% | $170,435-11.2% | $70,126+115.9% |
| Participation rate | 91.5% | 70.8%+20.6pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 17.32% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $4,605 | $3,387+36.0% | $5,432-15.2% | $2,343+96.6% |
| Participant deferral / active EE | $3,047 | $3,086-1.2% | $4,939-38.3% | $3,332-8.5% |
| Admin fee / account holder | $6,373 | $5,698+11.8% | $13,881-54.1% | $4,645+37.2% |