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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 | $168,926 | $77,814+117.1% | $158,223+6.8% | $86,983+94.2% |
| Participation rate | 90.2% | 68.4%+21.8pp | 79.2%+11.0pp | 69.5%+20.7pp |
| Annual return | 17.04% | 30.54%-13.5pp | 52.09%-35.0pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,390 | $2,592-46.4% | $4,109-66.2% | $2,584-46.2% |
| Participant deferral / active EE | $6,241 | $3,270+90.9% | $5,467+14.2% | $4,194+48.8% |
| Admin fee / account holder | $1,379 | $5,879-76.5% | $16,047-91.4% | $7,856-82.4% |