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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 | $237,936 | $162,821+46.1% | $133,978+77.6% | $158,982+49.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 17.34% | 41.95%-24.6pp | 45.10%-27.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,629 | $4,976-67.3% | $3,919-58.4% | $4,763-65.8% |
| Participant deferral / active EE | $7,138 | $5,910+20.8% | $5,047+41.4% | $5,983+19.3% |
| Admin fee / account holder | $40,760 | $11,742+247.1% | $8,930+356.4% | $11,252+262.3% |