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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 | $152,089 | $93,345+62.9% | $119,126+27.7% | $87,485+73.8% |
| Participation rate | 70.7% | 68.7%+2.0pp | 75.8%-5.0pp | 68.9%+1.8pp |
| Annual return | 13.21% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,302 | $3,172+4.1% | $4,034-18.1% | $2,596+27.2% |
| Participant deferral / active EE | $6,825 | $4,099+66.5% | $5,318+28.3% | $4,274+59.7% |
| Admin fee / account holder | $3,568 | $8,039-55.6% | $10,693-66.6% | $7,775-54.1% |