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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 | $176,246 | $76,407+130.7% | $150,298+17.3% | $82,448+113.8% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 15.94% | 39.99%-24.1pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,821 | $2,614+84.4% | $4,154+16.0% | $2,551+89.0% |
| Participant deferral / active EE | $5,069 | $3,214+57.7% | $5,453-7.0% | $4,139+22.5% |
| Admin fee / account holder | $16,433 | $6,352+158.7% | $14,116+16.4% | $7,234+127.1% |