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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 | $196,586 | $102,429+91.9% | $147,096+33.6% | $80,925+142.9% |
| Participation rate | 73.8% | 75.9%-2.1pp | 82.2%-8.4pp | 67.7%+6.2pp |
| Annual return | 14.15% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $876 | $3,716-76.4% | $4,936-82.3% | $2,756-68.2% |
| Participant deferral / active EE | $7,920 | $6,649+19.1% | $8,071-1.9% | $4,299+84.2% |
| Admin fee / account holder | $9,229 | $7,957+16.0% | $13,005-29.0% | $6,940+33.0% |