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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 | $226,502 | $86,298+162.5% | $111,308+103.5% | $85,847+163.8% |
| Participation rate | 82.0% | 73.3%+8.6pp | 77.3%+4.6pp | 69.3%+12.6pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $3,160 | $2,044+54.6% | $2,732+15.7% | $2,565+23.2% |
| Participant deferral / active EE | $5,706 | $3,641+56.7% | $4,487+27.2% | $3,952+44.4% |
| Admin fee / account holder | $34,491 | $8,189+321.2% | $7,965+333.0% | $6,261+450.9% |