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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 | $237,600 | $93,598+153.9% | $135,974+74.7% | $75,173+216.1% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 18.41% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $12,091 | $3,538+241.8% | $4,859+148.8% | $2,671+352.7% |
| Participant deferral / active EE | $9,855 | $6,405+53.9% | $7,760+27.0% | $4,126+138.8% |
| Admin fee / account holder | $5,317 | $6,978-23.8% | $10,767-50.6% | $5,651-5.9% |