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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 | $189,542 | $93,617+102.5% | $135,982+39.4% | $75,177+152.1% |
| Participation rate | 98.6% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 16.08% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $7,707 | $3,538+117.8% | $4,859+58.6% | $2,671+188.5% |
| Participant deferral / active EE | $7,861 | $6,406+22.7% | $7,760+1.3% | $4,126+90.5% |
| Admin fee / account holder | $1,685 | $6,980-75.9% | $10,767-84.3% | $5,651-70.2% |