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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 | $154,436 | $58,311+164.8% | $81,882+88.6% | $80,959+90.8% |
| Participation rate | 73.6% | 63.5%+10.1pp | 72.4%+1.2pp | 67.7%+5.9pp |
| Annual return | 12.68% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,868 | $2,347+22.2% | $2,916-1.6% | $2,757+4.0% |
| Participant deferral / active EE | $9,423 | $3,287+186.7% | $4,323+118.0% | $4,300+119.1% |
| Admin fee / account holder | $11,697 | $4,752+146.1% | $7,360+58.9% | $6,925+68.9% |