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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 | $184,517 | $108,882+69.5% | $96,754+90.7% | $154,746+19.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 13.33% | 98.39%-85.1pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $9,647 | $3,018+219.6% | $2,679+260.1% | $4,379+120.3% |
| Participant deferral / active EE | $9,275 | $5,323+74.3% | $4,758+94.9% | $6,730+37.8% |
| Admin fee / account holder | $8,500 | $10,200-16.7% | $8,905-4.5% | $14,365-40.8% |