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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 | $202,314 | $81,276+148.9% | $155,574+30.0% | $80,925+150.0% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.7%+7.9pp |
| Annual return | 14.70% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $5,976 | $3,103+92.6% | $4,676+27.8% | $2,756+116.8% |
| Participant deferral / active EE | $6,013 | $3,453+74.1% | $5,629+6.8% | $4,299+39.9% |
| Admin fee / account holder | $746 | $7,993-90.7% | $15,914-95.3% | $6,940-89.2% |