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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 | $165,343 | $102,422+61.4% | $147,117+12.4% | $80,959+104.2% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 13.62% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,093 | $3,717-70.6% | $4,932-77.8% | $2,757-60.3% |
| Participant deferral / active EE | $6,206 | $6,652-6.7% | $8,065-23.0% | $4,300+44.3% |
| Admin fee / account holder | $11,530 | $7,953+45.0% | $12,993-11.3% | $6,925+66.5% |