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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 | $248,672 | $117,829+111.0% | $102,423+142.8% | $145,877+70.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 19.21% | 31.83%-12.6pp | 29.42%-10.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $4,181 | $3,615+15.7% | $3,023+38.3% | $4,663-10.3% |
| Participant deferral / active EE | $4,740 | $5,732-17.3% | $5,054-6.2% | $6,691-29.1% |
| Admin fee / account holder | $4,183 | $13,335-68.6% | $9,455-55.8% | $13,402-68.8% |