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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 | $164,694 | $88,672+85.7% | $105,223+56.5% | $82,448+99.8% |
| Participation rate | 93.0% | 67.9%+25.1pp | 75.0%+18.0pp | 68.1%+25.0pp |
| Annual return | 14.21% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,238 | $3,048-26.6% | $3,689-39.3% | $2,551-12.3% |
| Participant deferral / active EE | $2,158 | $4,036-46.5% | $5,072-57.5% | $4,139-47.9% |
| Admin fee / account holder | $10,263 | $7,146+43.6% | $8,859+15.9% | $7,234+41.9% |