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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 | $199,345 | $58,234+242.3% | $81,783+143.7% | $80,874+146.5% |
| Participation rate | 82.9% | 63.4%+19.4pp | 72.4%+10.5pp | 67.6%+15.2pp |
| Annual return | 13.61% | 41.70%-28.1pp | 775.05%-761.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $740 | $2,341-68.4% | $2,913-74.6% | $2,756-73.1% |
| Participant deferral / active EE | $4,422 | $3,283+34.7% | $4,320+2.4% | $4,297+2.9% |
| Admin fee / account holder | $5,824 | $4,982+16.9% | $7,380-21.1% | $6,935-16.0% |