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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 | $101,546 | $58,099+74.8% | $76,872+32.1% | $75,173+35.1% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 15.37% | 26.71%-11.3pp | 37.90%-22.5pp | 160.72%-145.4pp |
| Employer contribution / active EE | $4,823 | $1,996+141.7% | $2,533+90.4% | $2,671+80.6% |
| Participant deferral / active EE | $6,088 | $2,999+103.0% | $3,832+58.9% | $4,126+47.5% |
| Admin fee / account holder | $1,522 | $4,778-68.1% | $5,476-72.2% | $5,651-73.1% |