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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 | $181,134 | $76,407+137.1% | $150,298+20.5% | $82,448+119.7% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,166 | $2,614-17.1% | $4,154-47.9% | $2,551-15.1% |
| Participant deferral / active EE | $7,433 | $3,214+131.2% | $5,453+36.3% | $4,139+79.6% |
| Admin fee / account holder | $40,417 | $6,352+536.3% | $14,116+186.3% | $7,234+458.7% |