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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 | $178,312 | $101,618+75.5% | $93,063+91.6% | $137,256+29.9% |
| Participation rate | 81.0% | 74.9%+6.0pp | 72.1%+8.8pp | 80.0%+1.0pp |
| Annual return | 14.98% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,103 | $2,707-22.3% | $2,476-15.1% | $4,156-49.4% |
| Participant deferral / active EE | $1,035 | $4,279-75.8% | $3,958-73.9% | $6,407-83.9% |
| Admin fee / account holder | $148,118 | $6,198+2289.6% | $6,033+2355.0% | $12,270+1107.1% |