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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 | $193,762 | $48,053+303.2% | $84,628+129.0% | $72,975+165.5% |
| Participation rate | 72.7% | 57.6%+15.1pp | 68.2%+4.5pp | 69.5%+3.2pp |
| Annual return | 22.03% | 37.39%-15.4pp | 258.80%-236.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,425 | $1,602+113.8% | $2,653+29.1% | $2,440+40.4% |
| Participant deferral / active EE | $3,835 | $2,681+43.1% | $3,900-1.7% | $3,608+6.3% |
| Admin fee / account holder | $3,950 | $3,395+16.3% | $4,914-19.6% | $5,124-22.9% |