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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 | $166,332 | $91,167+82.4% | $178,498-6.8% | $79,858+108.3% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 17.33% | 24.19%-6.9pp | 151.09%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,237 | $3,255-31.3% | $5,011-55.4% | $2,471-9.5% |
| Participant deferral / active EE | $4,514 | $3,236+39.5% | $5,202-13.2% | $3,740+20.7% |
| Admin fee / account holder | $2,056 | $6,747-69.5% | $13,985-85.3% | $5,306-61.2% |