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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 | $163,061 | $78,705+107.2% | $117,860+38.4% | $70,124+132.5% |
| Participation rate | 80.6% | 73.2%+7.4pp | 79.7%+0.9pp | 69.5%+11.0pp |
| Annual return | 16.90% | 23.30%-6.4pp | 335.10%-318.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,061 | $2,223+37.7% | $3,786-19.2% | $2,342+30.7% |
| Participant deferral / active EE | $5,975 | $3,297+81.2% | $4,482+33.3% | $3,332+79.3% |
| Admin fee / account holder | $447 | $5,065-91.2% | $8,021-94.4% | $4,645-90.4% |