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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 | $232,455 | $93,617+148.3% | $135,982+70.9% | $75,177+209.2% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.2pp | 67.2%+13.6pp |
| Annual return | 20.93% | 30.89%-10.0pp | 68.32%-47.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $5,950 | $3,538+68.2% | $4,859+22.4% | $2,671+122.8% |
| Participant deferral / active EE | $9,705 | $6,406+51.5% | $7,760+25.1% | $4,126+135.2% |
| Admin fee / account holder | $4,634 | $6,980-33.6% | $10,767-57.0% | $5,651-18.0% |