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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 | $185,693 | $100,073+85.6% | $85,126+118.1% | $145,877+27.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 22.53% | 84.11%-61.6pp | 66.63%-44.1pp | 551.28%-528.8pp |
| Employer contribution / active EE | $3,032 | $3,236-6.3% | $2,731+11.0% | $4,663-35.0% |
| Participant deferral / active EE | $13,525 | $5,294+155.5% | $4,523+199.0% | $6,691+102.2% |
| Admin fee / account holder | $1,751 | $7,261-75.9% | $6,160-71.6% | $13,402-86.9% |