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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 | $181,094 | $109,967+64.7% | $97,197+86.3% | $145,877+24.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.54% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $850 | $3,077-72.4% | $2,723-68.8% | $4,663-81.8% |
| Participant deferral / active EE | $14,225 | $4,676+204.2% | $4,263+233.7% | $6,691+112.6% |
| Admin fee / account holder | $1,584 | $6,199-74.5% | $5,637-71.9% | $13,402-88.2% |