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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 | $181,153 | $77,638+133.3% | $156,551+15.7% | $62,881+188.1% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 5.10% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,990 | $3,444+44.9% | $5,501-9.3% | $2,281+118.8% |
| Participant deferral / active EE | $4,225 | $3,046+38.7% | $4,871-13.3% | $3,203+31.9% |
| Admin fee / account holder | $15,309 | $5,561+175.3% | $13,028+17.5% | $4,296+256.4% |