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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 | $236,538 | $78,670+200.7% | $109,173+116.7% | $85,847+175.5% |
| Participation rate | 84.8% | 68.3%+16.6pp | 75.9%+9.0pp | 69.3%+15.5pp |
| Annual return | 13.73% | 25.09%-11.4pp | 25.75%-12.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $2,257 | $2,734-17.5% | $3,723-39.4% | $2,565-12.0% |
| Participant deferral / active EE | $4,511 | $3,467+30.1% | $4,654-3.1% | $3,952+14.1% |
| Admin fee / account holder | $2,080 | $5,469-62.0% | $6,755-69.2% | $6,261-66.8% |