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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 | $170,046 | $83,485+103.7% | $125,192+35.8% | $72,975+133.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 21.97% | 25.77%-3.8pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $2,960 | $2,346+26.2% | $3,866-23.4% | $2,440+21.3% |
| Participant deferral / active EE | $6,813 | $3,586+90.0% | $4,937+38.0% | $3,608+88.8% |
| Admin fee / account holder | $5,741 | $5,518+4.0% | $9,704-40.8% | $5,124+12.0% |