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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 | $163,768 | $76,407+114.3% | $150,298+9.0% | $82,448+98.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+16.9pp | 68.1%+26.6pp |
| Annual return | 16.12% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,136 | $2,614+96.5% | $4,154+23.6% | $2,551+101.4% |
| Participant deferral / active EE | $3,127 | $3,214-2.7% | $5,453-42.7% | $4,139-24.5% |
| Admin fee / account holder | $2,236 | $6,352-64.8% | $14,116-84.2% | $7,234-69.1% |