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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 | $177,672 | $89,367+98.8% | $141,191+25.8% | $72,975+143.5% |
| Participation rate | 78.9% | 75.1%+3.7pp | 82.5%-3.6pp | 69.5%+9.4pp |
| Annual return | 26.20% | 111.87%-85.7pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $785 | $3,115-74.8% | $4,736-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $7,608 | $5,419+40.4% | $6,710+13.4% | $3,608+110.9% |
| Admin fee / account holder | $14,275 | $5,957+139.6% | $10,264+39.1% | $5,124+178.6% |