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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 | $209,413 | $77,638+169.7% | $156,551+33.8% | $62,881+233.0% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 7.73% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,812 | $3,444-18.3% | $5,501-48.9% | $2,281+23.3% |
| Participant deferral / active EE | $6,638 | $3,046+118.0% | $4,871+36.3% | $3,203+107.3% |
| Admin fee / account holder | $1,663 | $5,561-70.1% | $13,028-87.2% | $4,296-61.3% |