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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 | $125,196 | $58,828+112.8% | $78,002+60.5% | $62,881+99.1% |
| Participation rate | 75.7% | 71.1%+4.7pp | 75.5%+0.2pp | 69.3%+6.4pp |
| Annual return | 5.04% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,060 | $1,672-36.6% | $2,470-57.1% | $2,281-53.5% |
| Participant deferral / active EE | $3,267 | $2,686+21.6% | $3,497-6.6% | $3,203+2.0% |
| Admin fee / account holder | $20,306 | $4,393+362.2% | $5,481+270.5% | $4,296+372.7% |