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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 | $146,061 | $77,908+87.5% | $149,696-2.4% | $75,173+94.3% |
| Participation rate | 79.7% | 65.6%+14.2pp | 78.8%+1.0pp | 67.2%+12.5pp |
| Annual return | 16.83% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,552 | $3,138-18.7% | $4,821-47.1% | $2,671-4.4% |
| Participant deferral / active EE | $3,878 | $3,411+13.7% | $5,682-31.7% | $4,126-6.0% |
| Admin fee / account holder | $6,057 | $5,950+1.8% | $13,212-54.2% | $5,651+7.2% |