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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 | $111,086 | $51,638+115.1% | $68,368+62.5% | $82,448+34.7% |
| Participation rate | 82.4% | 63.6%+18.7pp | 73.8%+8.6pp | 68.1%+14.3pp |
| Annual return | 14.52% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,149 | $2,047-43.9% | $2,649-56.6% | $2,551-55.0% |
| Participant deferral / active EE | $6,066 | $2,914+108.2% | $4,123+47.1% | $4,139+46.6% |
| Admin fee / account holder | $10,057 | $4,643+116.6% | $5,150+95.3% | $7,234+39.0% |