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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 | $164,982 | $98,760+67.1% | $149,715+10.2% | $79,858+106.6% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 18.98% | 27.43%-8.4pp | 276.66%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,373 | $3,217-26.2% | $4,645-48.9% | $2,471-4.0% |
| Participant deferral / active EE | $3,767 | $5,681-33.7% | $6,842-44.9% | $3,740+0.7% |
| Admin fee / account holder | $982 | $6,053-83.8% | $9,310-89.5% | $5,306-81.5% |