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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 | $227,840 | $98,776+130.7% | $149,745+52.2% | $79,856+185.3% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.8pp |
| Annual return | 17.55% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,568 | $3,217+104.2% | $4,646+41.4% | $2,471+165.8% |
| Participant deferral / active EE | $6,714 | $5,681+18.2% | $6,843-1.9% | $3,741+79.5% |
| Admin fee / account holder | $32,365 | $6,053+434.7% | $9,312+247.6% | $5,306+509.9% |