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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 | $176,562 | $77,164+128.8% | $178,014-0.8% | $80,874+118.3% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-3.0pp | 67.6%+6.5pp |
| Annual return | 19.68% | 18.09%+1.6pp | 294.80%-275.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,781 | $2,288-22.1% | $3,950-54.9% | $2,756-35.4% |
| Participant deferral / active EE | $8,656 | $4,408+96.4% | $6,276+37.9% | $4,297+101.4% |
| Admin fee / account holder | $17,540 | $7,164+144.8% | $10,362+69.3% | $6,935+152.9% |