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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 | $164,376 | $132,099+24.4% | $115,599+42.2% | $138,895+18.3% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.3%+14.0pp | 79.9%+8.3pp |
| Annual return | 16.03% | 176.76%-160.7pp | 111.10%-95.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,234 | $3,416-63.9% | $2,955-58.2% | $4,194-70.6% |
| Participant deferral / active EE | $4,654 | $5,617-17.1% | $4,889-4.8% | $6,396-27.2% |
| Admin fee / account holder | $3,310 | $15,650-78.9% | $12,841-74.2% | $12,562-73.7% |