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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 | $130,547 | $95,406+36.8% | $185,849-29.8% | $85,847+52.1% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 15.51% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $3,082 | $3,314-7.0% | $5,169-40.4% | $2,565+20.1% |
| Participant deferral / active EE | $6,647 | $3,424+94.2% | $5,569+19.4% | $3,952+68.2% |
| Admin fee / account holder | $4,381 | $7,214-39.3% | $16,244-73.0% | $6,261-30.0% |