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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 | $212,256 | $106,524+99.3% | $152,301+39.4% | $87,485+142.6% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 15.72% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $4,680 | $3,371+38.8% | $4,624+1.2% | $2,596+80.3% |
| Participant deferral / active EE | $10,834 | $6,525+66.0% | $8,004+35.4% | $4,274+153.5% |
| Admin fee / account holder | $2,077 | $8,287-74.9% | $14,398-85.6% | $7,775-73.3% |