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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 | $219,739 | $237,565-7.5% | $141,177+55.6% | - |
| Participation rate | 97.0% | 70.1%+26.8pp | 82.5%+14.5pp | - |
| Annual return | 23.61% | 19.47%+4.1pp | 71.40%-47.8pp | - |
| Employer contribution / active EE | $6,119 | $2,430+151.8% | $4,736+29.2% | - |
| Participant deferral / active EE | $8,270 | $5,165+60.1% | $6,710+23.2% | - |
| Admin fee / account holder | $4,300 | $15,211-71.7% | $10,263-58.1% | - |