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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 | $191,029 | $78,705+142.7% | $117,860+62.1% | $70,124+172.4% |
| Participation rate | 82.4% | 73.2%+9.2pp | 79.7%+2.7pp | 69.5%+12.8pp |
| Annual return | 20.49% | 23.30%-2.8pp | 335.10%-314.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,385 | $2,223+52.3% | $3,786-10.6% | $2,342+44.5% |
| Participant deferral / active EE | $3,705 | $3,297+12.4% | $4,482-17.3% | $3,332+11.2% |
| Admin fee / account holder | $4,366 | $5,065-13.8% | $8,021-45.6% | $4,645-6.0% |