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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 | $186,391 | $88,672+110.2% | $105,223+77.1% | $82,448+126.1% |
| Participation rate | 71.2% | 67.9%+3.3pp | 75.0%-3.9pp | 68.1%+3.1pp |
| Annual return | 21.01% | 30.86%-9.8pp | 180.65%-159.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,939 | $3,048-3.6% | $3,689-20.3% | $2,551+15.2% |
| Participant deferral / active EE | $6,773 | $4,036+67.8% | $5,072+33.5% | $4,139+63.6% |
| Admin fee / account holder | $7,898 | $7,146+10.5% | $8,859-10.8% | $7,234+9.2% |