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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 | $143,816 | $81,208+77.1% | $98,916+45.4% | $79,858+80.1% |
| Participation rate | 86.9% | 72.5%+14.4pp | 76.0%+10.9pp | 69.6%+17.3pp |
| Annual return | 12.18% | 60.99%-48.8pp | 196.45%-184.3pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,787 | $1,960-8.8% | $2,689-33.6% | $2,471-27.7% |
| Participant deferral / active EE | $5,095 | $3,265+56.1% | $4,245+20.0% | $3,740+36.2% |
| Admin fee / account holder | $28,591 | $6,013+375.5% | $6,642+330.4% | $5,306+438.8% |