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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 | $141,828 | $88,672+59.9% | $105,223+34.8% | $82,448+72.0% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 17.49% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,893 | $3,048-37.9% | $3,689-48.7% | $2,551-25.8% |
| Participant deferral / active EE | $9,685 | $4,036+140.0% | $5,072+91.0% | $4,139+134.0% |
| Admin fee / account holder | $24,023 | $7,146+236.2% | $8,859+171.2% | $7,234+232.1% |