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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 | $156,788 | $58,311+168.9% | $81,882+91.5% | $80,959+93.7% |
| Participation rate | 89.2% | 63.5%+25.7pp | 72.4%+16.8pp | 67.7%+21.5pp |
| Annual return | 11.17% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,476 | $2,347+5.5% | $2,916-15.1% | $2,757-10.2% |
| Participant deferral / active EE | $6,228 | $3,287+89.5% | $4,323+44.1% | $4,300+44.8% |
| Admin fee / account holder | $3,909 | $4,752-17.7% | $7,360-46.9% | $6,925-43.6% |