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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 | $165,768 | $118,496+39.9% | $98,461+68.4% | $139,466+18.9% |
| Participation rate | 90.9% | 77.5%+13.4pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 15.05% | 18.96%-3.9pp | 21.17%-6.1pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,920 | $3,611-46.8% | $3,049-37.0% | $4,754-59.6% |
| Participant deferral / active EE | $3,143 | $5,393-41.7% | $4,738-33.7% | $6,712-53.2% |
| Admin fee / account holder | $5,446 | $14,056-61.3% | $8,961-39.2% | $11,409-52.3% |