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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 | $179,519 | $85,766+109.3% | $136,298+31.7% | $70,126+156.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 17.89% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $587 | $2,966-80.2% | $4,696-87.5% | $2,343-74.9% |
| Participant deferral / active EE | $6,329 | $5,051+25.3% | $6,247+1.3% | $3,332+89.9% |
| Admin fee / account holder | $1,292 | $5,421-76.2% | $9,244-86.0% | $4,645-72.2% |