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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 | $159,999 | $98,776+62.0% | $149,745+6.8% | $79,856+100.4% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 15.34% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,147 | $3,217+60.0% | $4,646+10.8% | $2,471+108.3% |
| Participant deferral / active EE | $8,835 | $5,681+55.5% | $6,843+29.1% | $3,741+136.2% |
| Admin fee / account holder | $4,098 | $6,053-32.3% | $9,312-56.0% | $5,306-22.8% |