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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 | $216,416 | $98,776+119.1% | $149,745+44.5% | $79,856+171.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 14.41% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,400 | $3,217+67.8% | $4,646+16.2% | $2,471+118.5% |
| Participant deferral / active EE | $8,423 | $5,681+48.3% | $6,843+23.1% | $3,741+125.2% |
| Admin fee / account holder | $5,357 | $6,053-11.5% | $9,312-42.5% | $5,306+1.0% |