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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 | $125,455 | $66,402+88.9% | $109,907+14.1% | $85,847+46.1% |
| Participation rate | 71.4% | 63.9%+7.6pp | 74.2%-2.8pp | 69.3%+2.1pp |
| Annual return | 14.35% | 19.59%-5.2pp | 29.46%-15.1pp | 318.61%-304.3pp |
| Employer contribution / active EE | $2,746 | $1,687+62.8% | $2,844-3.4% | $2,565+7.0% |
| Participant deferral / active EE | $3,843 | $2,842+35.2% | $4,047-5.0% | $3,952-2.8% |
| Admin fee / account holder | $2,194 | $4,557-51.9% | $6,069-63.9% | $6,261-65.0% |