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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 | $169,140 | $117,904+43.5% | $102,457+65.1% | $145,978+15.9% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 17.45% | 31.80%-14.3pp | 29.41%-12.0pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,915 | $3,613-47.0% | $3,022-36.6% | $4,662-58.9% |
| Participant deferral / active EE | $4,365 | $5,733-23.9% | $5,054-13.6% | $6,690-34.7% |
| Admin fee / account holder | $23,085 | $13,329+73.2% | $9,451+144.3% | $13,400+72.3% |