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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 | $179,015 | $98,776+81.2% | $149,745+19.5% | $79,856+124.2% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.6pp |
| Annual return | 13.71% | 27.38%-13.7pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,121 | $3,217-3.0% | $4,646-32.8% | $2,471+26.3% |
| Participant deferral / active EE | $8,800 | $5,681+54.9% | $6,843+28.6% | $3,741+135.3% |
| Admin fee / account holder | $7,257 | $6,053+19.9% | $9,312-22.1% | $5,306+36.8% |