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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 | $143,435 | $63,354+126.4% | $94,105+52.4% | $82,637+73.6% |
| Participation rate | 88.0% | 63.8%+24.2pp | 71.9%+16.1pp | 68.1%+19.9pp |
| Annual return | 14.95% | 34.36%-19.4pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,537 | $1,760+101.0% | $2,504+41.2% | $2,552+38.6% |
| Participant deferral / active EE | $7,334 | $2,873+155.2% | $3,881+89.0% | $4,126+77.8% |
| Admin fee / account holder | $3,629 | $5,073-28.5% | $6,199-41.5% | $7,339-50.6% |