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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 | $117,829+43.5% | $102,423+65.1% | $145,877+15.9% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 17.45% | 31.83%-14.4pp | 29.42%-12.0pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $4,365 | $5,732-23.8% | $5,054-13.6% | $6,691-34.8% |
| Admin fee / account holder | $23,085 | $13,335+73.1% | $9,455+144.2% | $13,402+72.3% |