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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 | $180,218 | $110,212+63.5% | $96,534+86.7% | $139,466+29.2% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 15.17% | 26.42%-11.2pp | 25.88%-10.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $5,123 | $3,620+41.5% | $2,965+72.8% | $4,754+7.8% |
| Participant deferral / active EE | $11,037 | $5,547+99.0% | $4,851+127.5% | $6,712+64.4% |
| Admin fee / account holder | $2,209 | $11,599-81.0% | $8,253-73.2% | $11,409-80.6% |