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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 | $158,464 | $88,672+78.7% | $105,223+50.6% | $82,448+92.2% |
| Participation rate | 94.7% | 67.9%+26.7pp | 75.0%+19.6pp | 68.1%+26.6pp |
| Annual return | 22.95% | 30.86%-7.9pp | 180.65%-157.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $5,755 | $3,048+88.8% | $3,689+56.0% | $2,551+125.6% |
| Participant deferral / active EE | $5,959 | $4,036+47.6% | $5,072+17.5% | $4,139+44.0% |
| Admin fee / account holder | $676 | $7,146-90.5% | $8,859-92.4% | $7,234-90.7% |