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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 | $173,870 | $81,208+114.1% | $98,916+75.8% | $79,858+117.7% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 15.73% | 60.99%-45.3pp | 196.45%-180.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $4,042 | $1,960+106.3% | $2,689+50.3% | $2,471+63.6% |
| Participant deferral / active EE | $5,586 | $3,265+71.1% | $4,245+31.6% | $3,740+49.3% |
| Admin fee / account holder | $4,056 | $6,013-32.5% | $6,642-38.9% | $5,306-23.6% |