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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 | $147,032 | $52,581+179.6% | $130,788+12.4% | $64,340+128.5% |
| Participation rate | 86.1% | 46.5%+39.6pp | 70.1%+16.0pp | 55.2%+30.9pp |
| Annual return | 13.58% | 20.39%-6.8pp | 386.44%-372.9pp | 24.14%-10.6pp |
| Employer contribution / active EE | $1,965 | $1,031+90.6% | $3,558-44.8% | $1,862+5.5% |
| Participant deferral / active EE | $5,101 | $2,200+131.8% | $4,137+23.3% | $2,980+71.2% |
| Admin fee / account holder | $14,912 | $4,583+225.3% | $6,673+123.5% | $3,703+302.8% |