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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 | $124,445 | $85,766+45.1% | $136,298-8.7% | $70,126+77.5% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 16.04% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,273 | $2,966-23.4% | $4,696-51.6% | $2,343-3.0% |
| Participant deferral / active EE | $6,740 | $5,051+33.4% | $6,247+7.9% | $3,332+102.3% |
| Admin fee / account holder | $3,611 | $5,421-33.4% | $9,244-60.9% | $4,645-22.3% |