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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 | $135,376 | $88,672+52.7% | $105,223+28.7% | $82,448+64.2% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 18.52% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $20,804 | $3,048+582.6% | $3,689+464.0% | $2,551+715.6% |
| Participant deferral / active EE | $1,864 | $4,036-53.8% | $5,072-63.3% | $4,139-55.0% |
| Admin fee / account holder | $7,026 | $7,146-1.7% | $8,859-20.7% | $7,234-2.9% |