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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 | $149,546 | $93,617+59.7% | $135,982+10.0% | $75,177+98.9% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 15.94% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $4,300 | $3,538+21.5% | $4,859-11.5% | $2,671+61.0% |
| Participant deferral / active EE | $10,603 | $6,406+65.5% | $7,760+36.6% | $4,126+157.0% |
| Admin fee / account holder | $12,078 | $6,980+73.1% | $10,767+12.2% | $5,651+113.7% |