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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 | $184,775 | $91,198+102.6% | $178,503+3.5% | $79,856+131.4% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 54.82% | 24.20%+30.6pp | 151.12%-96.3pp | 31.71%+23.1pp |
| Employer contribution / active EE | $2,863 | $3,257-12.1% | $5,011-42.9% | $2,471+15.9% |
| Participant deferral / active EE | $5,059 | $3,237+56.3% | $5,202-2.8% | $3,741+35.2% |
| Admin fee / account holder | $1,939 | $6,748-71.3% | $13,987-86.1% | $5,306-63.5% |