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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 | $189,318 | $115,810+63.5% | $101,271+86.9% | $158,966+19.1% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 7.88% | 56.15%-48.3pp | 46.48%-38.6pp | 302.95%-295.1pp |
| Employer contribution / active EE | $3,257 | $4,175-22.0% | $3,660-11.0% | $4,762-31.6% |
| Participant deferral / active EE | $9,596 | $4,958+93.5% | $4,371+119.6% | $5,983+60.4% |
| Admin fee / account holder | $947 | $7,248-86.9% | $5,948-84.1% | $11,250-91.6% |