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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 | $205,027 | $132,634+54.6% | $115,768+77.1% | $137,256+49.4% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.4%-1.1pp | 80.0%-6.6pp |
| Annual return | 12.53% | 160.70%-148.2pp | 100.46%-87.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,318 | $3,360-31.0% | $2,940-21.1% | $4,156-44.2% |
| Participant deferral / active EE | $3,304 | $5,619-41.2% | $4,917-32.8% | $6,407-48.4% |
| Admin fee / account holder | $87,114 | $15,028+479.7% | $12,439+600.3% | $12,270+610.0% |