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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 | $111,921 | $93,345+19.9% | $119,126-6.0% | $87,485+27.9% |
| Participation rate | 82.1% | 68.7%+13.4pp | 75.8%+6.4pp | 68.9%+13.2pp |
| Annual return | 14.67% | 19.08%-4.4pp | 282.11%-267.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,512 | $3,172-52.3% | $4,034-62.5% | $2,596-41.8% |
| Participant deferral / active EE | $6,047 | $4,099+47.5% | $5,318+13.7% | $4,274+41.5% |
| Admin fee / account holder | $4,298 | $8,039-46.5% | $10,693-59.8% | $7,775-44.7% |