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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 | $168,010 | $102,382+64.1% | $147,005+14.3% | $80,874+107.7% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.53% | 134.89%-120.4pp | 418.76%-404.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $899 | $3,715-75.8% | $4,934-81.8% | $2,756-67.4% |
| Participant deferral / active EE | $6,730 | $6,646+1.3% | $8,070-16.6% | $4,297+56.6% |
| Admin fee / account holder | $3,671 | $7,942-53.8% | $13,006-71.8% | $6,935-47.1% |