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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 | $227,960 | $93,598+143.6% | $135,974+67.6% | $75,173+203.2% |
| Participation rate | 79.2% | 75.2%+4.1pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 15.62% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $10,027 | $3,538+183.4% | $4,859+106.4% | $2,671+275.4% |
| Participant deferral / active EE | $10,039 | $6,405+56.7% | $7,760+29.4% | $4,126+143.3% |
| Admin fee / account holder | $8,734 | $6,978+25.2% | $10,767-18.9% | $5,651+54.6% |