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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 | $189,739 | $106,749+77.7% | $145,433+30.5% | $82,448+130.1% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+13.0pp | 68.1%+27.0pp |
| Annual return | 16.32% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $10,492 | $3,444+204.6% | $4,554+130.4% | $2,551+311.3% |
| Participant deferral / active EE | $4,873 | $6,519-25.2% | $7,897-38.3% | $4,139+17.7% |
| Admin fee / account holder | $3,326 | $8,390-60.4% | $13,129-74.7% | $7,234-54.0% |