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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 | $196,514 | $101,618+93.4% | $93,063+111.2% | $137,256+43.2% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 12.28% | 223.95%-211.7pp | 34.15%-21.9pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,400 | $2,707-48.3% | $2,476-43.5% | $4,156-66.3% |
| Participant deferral / active EE | $2,908 | $4,279-32.0% | $3,958-26.5% | $6,407-54.6% |
| Admin fee / account holder | $58,990 | $6,198+851.7% | $6,033+877.8% | $12,270+380.8% |