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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 | $132,380 | $70,366+88.1% | $66,674+98.5% | $138,895-4.7% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.7%-0.3pp | 79.9%-6.6pp |
| Annual return | 18.16% | 386.41%-368.3pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $6,907 | $2,765+149.8% | $2,620+163.6% | $4,194+64.7% |
| Participant deferral / active EE | $12,028 | $4,374+175.0% | $4,084+194.5% | $6,396+88.0% |
| Admin fee / account holder | $4,532 | $5,262-13.9% | $5,098-11.1% | $12,562-63.9% |