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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 | $143,250 | $57,140+150.7% | $85,240+68.1% | $80,959+76.9% |
| Participation rate | 77.6% | 56.4%+21.2pp | 67.5%+10.1pp | 67.7%+9.9pp |
| Annual return | 26.87% | 21.71%+5.2pp | 66.75%-39.9pp | 35.67%-8.8pp |
| Employer contribution / active EE | $2,732 | $1,802+51.6% | $2,735-0.1% | $2,757-0.9% |
| Participant deferral / active EE | $8,291 | $3,115+166.1% | $4,527+83.1% | $4,300+92.8% |
| Admin fee / account holder | $8,901 | $4,992+78.3% | $6,165+44.4% | $6,925+28.5% |