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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 | $145,704 | $78,682+85.2% | $109,188+33.4% | $85,851+69.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 14.41% | 25.09%-10.7pp | 25.76%-11.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $2,177 | $2,734-20.4% | $3,723-41.5% | $2,565-15.1% |
| Participant deferral / active EE | $8,126 | $3,468+134.3% | $4,654+74.6% | $3,952+105.6% |
| Admin fee / account holder | $20,877 | $5,470+281.7% | $6,755+209.0% | $6,261+233.4% |