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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 | $175,888 | $98,766+78.1% | $149,730+17.5% | $79,852+120.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 14.50% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,832 | $3,217-43.1% | $4,645-60.6% | $2,471-25.9% |
| Participant deferral / active EE | $6,929 | $5,681+22.0% | $6,843+1.3% | $3,740+85.2% |
| Admin fee / account holder | $12,021 | $6,052+98.6% | $9,310+29.1% | $5,306+126.5% |