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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 | $158,255 | $123,793+27.8% | $177,848-11.0% | $79,856+98.2% |
| Participation rate | 83.9% | 84.7%-0.8pp | 87.7%-3.8pp | 69.6%+14.2pp |
| Annual return | 13.17% | 22.82%-9.7pp | 48.33%-35.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $15,969 | $4,095+289.9% | $5,919+169.8% | $2,471+546.2% |
| Participant deferral / active EE | $12,762 | $5,956+114.3% | $7,714+65.4% | $3,741+241.2% |
| Admin fee / account holder | $18,123 | $7,243+150.2% | $12,431+45.8% | $5,306+241.5% |