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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 | $199,567 | $51,638+286.5% | $68,368+191.9% | $82,448+142.1% |
| Participation rate | 96.3% | 63.6%+32.7pp | 73.8%+22.5pp | 68.1%+28.2pp |
| Annual return | 14.42% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,286 | $2,047-37.2% | $2,649-51.5% | $2,551-49.6% |
| Participant deferral / active EE | $3,269 | $2,914+12.2% | $4,123-20.7% | $4,139-21.0% |
| Admin fee / account holder | $7,029 | $4,643+51.4% | $5,150+36.5% | $7,234-2.8% |