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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 | $228,490 | $95,383+139.5% | $185,837+23.0% | $85,856+166.1% |
| Participation rate | 78.1% | 68.8%+9.4pp | 81.7%-3.6pp | 69.3%+8.8pp |
| Annual return | 12.89% | 23.59%-10.7pp | 122.08%-109.2pp | 318.58%-305.7pp |
| Employer contribution / active EE | $2,779 | $3,313-16.1% | $5,168-46.2% | $2,565+8.3% |
| Participant deferral / active EE | $6,342 | $3,423+85.2% | $5,568+13.9% | $3,952+60.5% |
| Admin fee / account holder | $1,929 | $7,213-73.3% | $16,241-88.1% | $6,261-69.2% |