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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 | $121,819 | $91,179+33.6% | $178,499-31.8% | $79,852+52.6% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.7pp |
| Employer contribution / active EE | $6,095 | $3,256+87.2% | $5,011+21.6% | $2,471+146.7% |
| Participant deferral / active EE | $5,368 | $3,236+65.9% | $5,202+3.2% | $3,740+43.5% |
| Admin fee / account holder | $594 | $6,749-91.2% | $13,986-95.8% | $5,306-88.8% |