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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 | $165,997 | $72,027+130.5% | $185,835-10.7% | $79,852+107.9% |
| Participation rate | 95.5% | 65.8%+29.7pp | 78.0%+17.4pp | 69.6%+25.8pp |
| Annual return | 19.65% | 23.13%-3.5pp | 35.96%-16.3pp | 31.72%-12.1pp |
| Employer contribution / active EE | $11,940 | $1,965+507.6% | $4,087+192.1% | $2,471+383.2% |
| Participant deferral / active EE | $10,868 | $3,780+187.6% | $5,633+92.9% | $3,740+190.6% |
| Admin fee / account holder | $5,137 | $4,513+13.8% | $9,502-45.9% | $5,306-3.2% |