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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 | $135,405 | $78,707+72.0% | $117,861+14.9% | $70,126+93.1% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 15.17% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,899 | $3,297+48.6% | $4,482+9.3% | $3,332+47.0% |
| Admin fee / account holder | $3,178 | $5,066-37.3% | $8,021-60.4% | $4,645-31.6% |