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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 | $146,354 | $85,766+70.6% | $136,298+7.4% | $70,126+108.7% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 17.15% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,015 | $2,966-32.1% | $4,696-57.1% | $2,343-14.0% |
| Participant deferral / active EE | $7,196 | $5,051+42.5% | $6,247+15.2% | $3,332+116.0% |
| Admin fee / account holder | $3,197 | $5,421-41.0% | $9,244-65.4% | $4,645-31.2% |