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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 | $181,144 | $81,262+122.9% | $155,602+16.4% | $80,911+123.9% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 12.36% | 33.34%-21.0pp | 64.81%-52.4pp | 35.63%-23.3pp |
| Employer contribution / active EE | $4,577 | $3,102+47.5% | $4,675-2.1% | $2,756+66.1% |
| Participant deferral / active EE | $3,753 | $3,451+8.7% | $5,629-33.3% | $4,297-12.7% |
| Admin fee / account holder | $180,393 | $7,992+2157.2% | $15,923+1032.9% | $6,935+2501.3% |