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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 | $169,953 | $107,363+58.3% | $92,909+82.9% | $152,897+11.2% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 24.12% | 145.63%-121.5pp | 109.44%-85.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $3,139 | $4,222-25.7% | $3,653-14.1% | $4,764-34.1% |
| Participant deferral / active EE | $8,578 | $4,848+76.9% | $4,238+102.4% | $5,851+46.6% |
| Admin fee / account holder | $5,910 | $7,082-16.5% | $5,795+2.0% | $11,599-49.1% |