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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 | $149,418 | $76,551+95.2% | $123,894+20.6% | $62,881+137.6% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $8,571 | $2,882+197.4% | $4,617+85.7% | $2,281+275.8% |
| Participant deferral / active EE | $7,305 | $4,840+50.9% | $5,984+22.1% | $3,203+128.1% |
| Admin fee / account holder | $2,609 | $4,826-45.9% | $8,357-68.8% | $4,296-39.3% |