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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 | $206,137 | $106,749+93.1% | $145,433+41.7% | $82,448+150.0% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 16.40% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,421 | $3,444+28.3% | $4,554-2.9% | $2,551+73.3% |
| Participant deferral / active EE | $13,734 | $6,519+110.7% | $7,897+73.9% | $4,139+231.8% |
| Admin fee / account holder | $3,185 | $8,390-62.0% | $13,129-75.7% | $7,234-56.0% |