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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 | $172,456 | $93,345+84.8% | $119,126+44.8% | $87,485+97.1% |
| Participation rate | 86.1% | 68.7%+17.4pp | 75.8%+10.4pp | 68.9%+17.2pp |
| Annual return | 17.18% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $3,107 | $3,172-2.0% | $4,034-23.0% | $2,596+19.7% |
| Participant deferral / active EE | $5,907 | $4,099+44.1% | $5,318+11.1% | $4,274+38.2% |
| Admin fee / account holder | $15,172 | $8,039+88.7% | $10,693+41.9% | $7,775+95.1% |