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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 | $181,612 | $110,337+64.6% | $102,383+77.4% | $145,877+24.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.45% | 24.83%-9.4pp | 24.94%-9.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,335 | $4,216-44.6% | $3,870-39.7% | $4,663-49.9% |
| Participant deferral / active EE | $7,165 | $5,621+27.5% | $5,060+41.6% | $6,691+7.1% |
| Admin fee / account holder | $22,415 | $9,750+129.9% | $8,391+167.1% | $13,402+67.3% |