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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 | $211,563 | $117,895+79.4% | $102,460+106.5% | $145,897+45.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.12% | 31.92%-21.8pp | 29.47%-19.3pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,037 | $3,619-71.4% | $3,025-65.7% | $4,663-77.8% |
| Participant deferral / active EE | $3,227 | $5,736-43.8% | $5,056-36.2% | $6,689-51.8% |
| Admin fee / account holder | $40,509 | $13,353+203.4% | $9,460+328.2% | $13,390+202.5% |