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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 | $148,417 | $97,125+52.8% | $86,233+72.1% | $137,256+8.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.98% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,071 | $2,841-27.1% | $2,504-17.3% | $4,156-50.2% |
| Participant deferral / active EE | $4,532 | $5,180-12.5% | $4,559-0.6% | $6,407-29.3% |
| Admin fee / account holder | $2,806 | $9,725-71.1% | $8,342-66.4% | $12,270-77.1% |