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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 | $176,660 | $91,037+94.1% | $71,671+146.5% | $147,586+19.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 15.62% | 20.48%-4.9pp | 20.65%-5.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,023 | $3,327-39.2% | $2,460-17.8% | $4,876-58.5% |
| Participant deferral / active EE | $4,664 | $4,498+3.7% | $3,438+35.7% | $5,439-14.2% |
| Admin fee / account holder | $8,713 | $8,613+1.2% | $5,558+56.8% | $10,886-20.0% |