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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 | $143,487 | $95,415+50.4% | $185,851-22.8% | $85,851+67.1% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 14.64% | 23.59%-8.9pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $4,252 | $3,314+28.3% | $5,168-17.7% | $2,565+65.7% |
| Participant deferral / active EE | $13,323 | $3,424+289.1% | $5,569+139.3% | $3,952+237.1% |
| Admin fee / account holder | $4,635 | $7,215-35.8% | $16,245-71.5% | $6,261-26.0% |