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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 | $155,801 | $110,303+41.2% | $95,759+62.7% | $139,487+11.7% |
| Participation rate | 90.0% | 75.7%+14.3pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 16.09% | 27.19%-11.1pp | 28.42%-12.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $1,668 | $3,261-48.9% | $2,836-41.2% | $4,755-64.9% |
| Participant deferral / active EE | $3,530 | $4,674-24.5% | $4,244-16.8% | $6,713-47.4% |
| Admin fee / account holder | $57,887 | $6,615+775.0% | $5,678+919.5% | $11,407+407.5% |