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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 | $159,778 | $122,042+30.9% | $184,243-13.3% | $74,429+114.7% |
| Participation rate | 88.0% | 85.5%+2.5pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 14.55% | 19.91%-5.4pp | 28.82%-14.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $5,620 | $4,538+23.8% | $6,427-12.6% | $2,625+114.1% |
| Participant deferral / active EE | $14,520 | $7,143+103.3% | $9,132+59.0% | $4,348+233.9% |
| Admin fee / account holder | $8,736 | $1,252+597.7% | $13,914-37.2% | $1,944+349.3% |