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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 | $164,280 | $102,422+60.4% | $147,117+11.7% | $80,959+102.9% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,106 | $3,717-16.5% | $4,932-37.0% | $2,757+12.6% |
| Participant deferral / active EE | $7,119 | $6,652+7.0% | $8,065-11.7% | $4,300+65.5% |
| Admin fee / account holder | $10,812 | $7,953+35.9% | $12,993-16.8% | $6,925+56.1% |