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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 | $182,790 | $77,920+134.6% | $149,723+22.1% | $75,177+143.1% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 14.32% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.4pp |
| Employer contribution / active EE | $6,687 | $3,138+113.1% | $4,821+38.7% | $2,671+150.4% |
| Participant deferral / active EE | $8,246 | $3,411+141.7% | $5,682+45.1% | $4,126+99.8% |
| Admin fee / account holder | $4,234 | $5,951-28.8% | $13,215-68.0% | $5,651-25.1% |