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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 | $149,453 | $78,423+90.6% | $95,964+55.7% | $79,856+87.2% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 31.35% | 19.37%+12.0pp | 91.64%-60.3pp | 31.71%-0.4pp |
| Employer contribution / active EE | $2,153 | $1,945+10.7% | $2,541-15.3% | $2,471-12.9% |
| Participant deferral / active EE | $5,566 | $3,440+61.8% | $4,167+33.6% | $3,741+48.8% |
| Admin fee / account holder | $19,327 | $5,622+243.8% | $6,797+184.3% | $5,306+264.2% |