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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 | $235,836 | $152,619+54.5% | $125,195+88.4% | $152,909+54.2% |
| Participation rate | 70.8% | 83.3%-12.5pp | 79.8%-8.9pp | 82.5%-11.6pp |
| Annual return | 23.11% | 54.85%-31.7pp | 43.79%-20.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,167 | $4,947-76.4% | $3,866-69.8% | $4,764-75.5% |
| Participant deferral / active EE | $3,830 | $5,869-34.7% | $4,937-22.4% | $5,851-34.5% |
| Admin fee / account holder | $3,212 | $13,437-76.1% | $9,704-66.9% | $11,601-72.3% |