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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 | $183,414 | $93,346+96.5% | $71,796+155.5% | $273,972-33.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 6.41% | 130.39%-124.0pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,620 | $2,733+105.6% | $1,924+192.0% | $4,869+15.4% |
| Participant deferral / active EE | $10,682 | $3,475+207.4% | $2,794+282.3% | $5,287+102.0% |
| Admin fee / account holder | $591 | $6,571-91.0% | $4,815-87.7% | $10,133-94.2% |