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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 | $192,307 | $98,776+94.7% | $149,745+28.4% | $79,856+140.8% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 12.70% | 27.38%-14.7pp | 276.72%-264.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $689 | $3,217-78.6% | $4,646-85.2% | $2,471-72.1% |
| Participant deferral / active EE | $6,389 | $5,681+12.5% | $6,843-6.6% | $3,741+70.8% |
| Admin fee / account holder | $15,633 | $6,053+158.3% | $9,312+67.9% | $5,306+194.6% |