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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 | $163,087 | $101,795+60.2% | $165,100-1.2% | $80,959+101.4% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 22.31% | 16.73%+5.6pp | 70.21%-47.9pp | 35.67%-13.4pp |
| Employer contribution / active EE | $2,439 | $2,954-17.4% | $4,348-43.9% | $2,757-11.5% |
| Participant deferral / active EE | $3,208 | $4,476-28.3% | $6,035-46.8% | $4,300-25.4% |
| Admin fee / account holder | $29,046 | $8,221+253.3% | $12,696+128.8% | $6,925+319.4% |