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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 | $234,031 | $91,559+155.6% | $133,978+74.7% | $79,856+193.1% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 12.72% | 61.85%-49.1pp | 45.10%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,582 | $2,384+50.3% | $3,919-8.6% | $2,471+44.9% |
| Participant deferral / active EE | $5,089 | $3,734+36.3% | $5,047+0.8% | $3,741+36.1% |
| Admin fee / account holder | $849 | $6,321-86.6% | $8,930-90.5% | $5,306-84.0% |