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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 | $171,858 | $115,917+48.3% | $100,535+70.9% | $158,982+8.1% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 10.92% | 34.80%-23.9pp | 30.90%-20.0pp | 302.99%-292.1pp |
| Employer contribution / active EE | $4,570 | $4,105+11.3% | $3,419+33.7% | $4,763-4.1% |
| Participant deferral / active EE | $16,122 | $6,677+141.5% | $6,271+157.1% | $5,983+169.4% |
| Admin fee / account holder | $44,564 | $11,002+305.1% | $8,085+451.2% | $11,252+296.1% |