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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 | $86,438 | $70,684+22.3% | $169,390-49.0% | $75,173+15.0% |
| Participation rate | 78.8% | 64.8%+14.0pp | 77.2%+1.6pp | 67.2%+11.6pp |
| Annual return | 17.21% | 36.38%-19.2pp | 406.07%-388.9pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,617 | $2,211+18.4% | $4,013-34.8% | $2,671-2.0% |
| Participant deferral / active EE | $5,702 | $4,310+32.3% | $6,222-8.4% | $4,126+38.2% |
| Admin fee / account holder | $9,514 | $5,404+76.1% | $9,015+5.5% | $5,651+68.4% |