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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 | $185,969 | $77,908+138.7% | $149,696+24.2% | $75,173+147.4% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 16.12% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,640 | $3,138-15.9% | $4,821-45.2% | $2,671-1.2% |
| Participant deferral / active EE | $6,835 | $3,411+100.4% | $5,682+20.3% | $4,126+65.7% |
| Admin fee / account holder | $5,065 | $5,950-14.9% | $13,212-61.7% | $5,651-10.4% |