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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 | $102,429+60.4% | $147,096+11.7% | $80,925+103.0% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 12.98% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,106 | $3,716-16.4% | $4,936-37.1% | $2,756+12.7% |
| Participant deferral / active EE | $7,119 | $6,649+7.1% | $8,071-11.8% | $4,299+65.6% |
| Admin fee / account holder | $10,812 | $7,957+35.9% | $13,005-16.9% | $6,940+55.8% |