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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 | $58,311+241.9% | $81,882+143.5% | $80,959+146.2% |
| Participation rate | 82.9% | 63.5%+19.4pp | 72.4%+10.5pp | 67.7%+15.2pp |
| Annual return | 13.61% | 41.85%-28.2pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $740 | $2,347-68.5% | $2,916-74.6% | $2,757-73.2% |
| Participant deferral / active EE | $4,422 | $3,287+34.5% | $4,323+2.3% | $4,300+2.8% |
| Admin fee / account holder | $5,824 | $4,752+22.6% | $7,360-20.9% | $6,925-15.9% |