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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 | $134,605 | $81,208+65.8% | $98,920+36.1% | $79,856+68.6% |
| Participation rate | 93.0% | 72.5%+20.5pp | 76.0%+17.0pp | 69.6%+23.4pp |
| Annual return | 20.92% | 60.99%-40.1pp | 196.47%-175.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,390 | $1,960-29.1% | $2,689-48.3% | $2,471-43.8% |
| Participant deferral / active EE | $2,347 | $3,265-28.1% | $4,245-44.7% | $3,741-37.3% |
| Admin fee / account holder | $7,388 | $6,013+22.9% | $6,643+11.2% | $5,306+39.2% |