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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 | $237,823 | $109,908+116.4% | $97,161+144.8% | $145,978+62.9% |
| Participation rate | 76.5% | 75.9%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 13.56% | 243.80%-230.2pp | 75.36%-61.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $956 | $3,077-68.9% | $2,723-64.9% | $4,662-79.5% |
| Participant deferral / active EE | $1,733 | $4,679-63.0% | $4,265-59.4% | $6,690-74.1% |
| Admin fee / account holder | $14,812 | $6,213+138.4% | $5,647+162.3% | $13,400+10.5% |