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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 | $130,248 | $58,099+124.2% | $76,872+69.4% | $75,173+73.3% |
| Participation rate | 89.1% | 63.9%+25.2pp | 69.6%+19.5pp | 67.2%+21.9pp |
| Annual return | 14.81% | 26.71%-11.9pp | 37.90%-23.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $6,629 | $1,996+232.2% | $2,533+161.7% | $2,671+148.2% |
| Participant deferral / active EE | $3,355 | $2,999+11.9% | $3,832-12.5% | $4,126-18.7% |
| Admin fee / account holder | $19,139 | $4,778+300.6% | $5,476+249.5% | $5,651+238.7% |