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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 | $198,985 | $109,904+81.1% | $97,167+104.8% | $145,959+36.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 18.63% | 243.43%-224.8pp | 75.27%-56.6pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,479 | $3,084-52.0% | $2,729-45.8% | $4,661-68.3% |
| Participant deferral / active EE | $10,513 | $4,676+124.8% | $4,264+146.6% | $6,689+57.2% |
| Admin fee / account holder | $17,187 | $6,216+176.5% | $5,650+204.2% | $13,398+28.3% |