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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 | $156,158 | $92,985+67.9% | $153,432+1.8% | $80,874+93.1% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.6%+25.2pp |
| Annual return | 11.45% | 19.95%-8.5pp | 15.66%-4.2pp | 35.62%-24.2pp |
| Employer contribution / active EE | $7,660 | $3,507+118.4% | $5,038+52.0% | $2,756+178.0% |
| Participant deferral / active EE | $4,385 | $5,178-15.3% | $6,757-35.1% | $4,297+2.0% |
| Admin fee / account holder | $4,769 | $8,880-46.3% | $12,725-62.5% | $6,935-31.2% |