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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 | $229,548 | $102,422+124.1% | $147,117+56.0% | $80,959+183.5% |
| Participation rate | 79.5% | 75.9%+3.6pp | 82.2%-2.7pp | 67.7%+11.8pp |
| Annual return | 14.79% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,242 | $3,717+41.0% | $4,932+6.3% | $2,757+90.1% |
| Participant deferral / active EE | $10,445 | $6,652+57.0% | $8,065+29.5% | $4,300+142.9% |
| Admin fee / account holder | $5,286 | $7,953-33.5% | $12,993-59.3% | $6,925-23.7% |