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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 | $187,144 | $71,197+162.9% | $93,669+99.8% | $80,925+131.3% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 13.70% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,105 | $1,565+34.5% | $2,424-13.1% | $2,756-23.6% |
| Participant deferral / active EE | $4,171 | $4,036+3.4% | $4,416-5.5% | $4,299-3.0% |
| Admin fee / account holder | $5,978 | $6,959-14.1% | $8,291-27.9% | $6,940-13.9% |