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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 | $222,604 | $96,678+130.3% | $86,640+156.9% | $139,466+59.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 13.57% | 106.69%-93.1pp | 592.52%-578.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,306 | $3,265-60.0% | $3,024-56.8% | $4,754-72.5% |
| Participant deferral / active EE | $1,649 | $4,837-65.9% | $4,438-62.8% | $6,712-75.4% |
| Admin fee / account holder | $1,117 | $6,410-82.6% | $5,616-80.1% | $11,409-90.2% |