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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 | $222,821 | $81,276+174.2% | $155,574+43.2% | $80,925+175.3% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 12.45% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,291 | $3,103-26.2% | $4,676-51.0% | $2,756-16.9% |
| Participant deferral / active EE | $7,152 | $3,453+107.1% | $5,629+27.1% | $4,299+66.4% |
| Admin fee / account holder | $2,553 | $7,993-68.1% | $15,914-84.0% | $6,940-63.2% |