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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 | $102,977 | $65,034+58.3% | $90,970+13.2% | $79,856+29.0% |
| Participation rate | 81.1% | 61.6%+19.5pp | 69.0%+12.1pp | 69.6%+11.5pp |
| Annual return | 13.86% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,168 | $1,247+73.8% | $2,122+2.2% | $2,471-12.3% |
| Participant deferral / active EE | $5,750 | $2,512+128.9% | $3,373+70.5% | $3,741+53.7% |
| Admin fee / account holder | $1,767 | $4,536-61.1% | $5,961-70.4% | $5,306-66.7% |