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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 | $141,429 | $96,731+46.2% | $123,973+14.1% | $86,983+62.6% |
| Participation rate | 73.5% | 70.0%+3.5pp | 76.7%-3.1pp | 69.5%+4.0pp |
| Annual return | 12.16% | 17.33%-5.2pp | 388.13%-376.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $2,696 | $3,297-18.2% | $4,126-34.7% | $2,584+4.3% |
| Participant deferral / active EE | $5,312 | $4,152+27.9% | $5,247+1.2% | $4,194+26.7% |
| Admin fee / account holder | $29,706 | $8,722+240.6% | $11,799+151.8% | $7,856+278.1% |