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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 | $153,999 | $79,894+92.8% | $135,792+13.4% | $82,637+86.4% |
| Participation rate | 94.6% | 63.0%+31.6pp | 72.6%+22.0pp | 68.1%+26.5pp |
| Annual return | 14.20% | 17.20%-3.0pp | 25.96%-11.8pp | 53.51%-39.3pp |
| Employer contribution / active EE | $7,838 | $2,165+262.0% | $3,496+124.2% | $2,552+207.1% |
| Participant deferral / active EE | $1,639 | $3,194-48.7% | $4,759-65.6% | $4,126-60.3% |
| Admin fee / account holder | $16,829 | $6,434+161.5% | $12,266+37.2% | $7,339+129.3% |