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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 | $181,254 | $91,198+98.7% | $178,503+1.5% | $79,856+127.0% |
| Participation rate | 90.4% | 69.2%+21.2pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 12.08% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $6,197 | $3,257+90.3% | $5,011+23.7% | $2,471+150.8% |
| Participant deferral / active EE | $4,691 | $3,237+45.0% | $5,202-9.8% | $3,741+25.4% |
| Admin fee / account holder | $1,900 | $6,748-71.8% | $13,987-86.4% | $5,306-64.2% |