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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 | $195,874 | $81,276+141.0% | $155,574+25.9% | $80,925+142.0% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.7%+29.0pp |
| Annual return | 10.83% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,181 | $3,103-29.7% | $4,676-53.4% | $2,756-20.9% |
| Participant deferral / active EE | $8,179 | $3,453+136.9% | $5,629+45.3% | $4,299+90.3% |
| Admin fee / account holder | $3,928 | $7,993-50.9% | $15,914-75.3% | $6,940-43.4% |