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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 | $159,756 | $88,672+80.2% | $105,223+51.8% | $82,448+93.8% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 15.52% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,004 | $3,048-34.2% | $3,689-45.7% | $2,551-21.4% |
| Participant deferral / active EE | $3,790 | $4,036-6.1% | $5,072-25.3% | $4,139-8.4% |
| Admin fee / account holder | $1,780 | $7,146-75.1% | $8,859-79.9% | $7,234-75.4% |