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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 | $139,637 | $65,367+113.6% | $92,915+50.3% | $72,976+91.3% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 22.04% | 42.11%-20.1pp | 109.45%-87.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,827 | $2,594-29.5% | $3,653-50.0% | $2,440-25.1% |
| Participant deferral / active EE | $6,458 | $3,128+106.4% | $4,238+52.4% | $3,608+79.0% |
| Admin fee / account holder | $16,578 | $4,251+289.9% | $5,796+186.1% | $5,124+223.5% |