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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 | $153,047 | $98,766+55.0% | $149,730+2.2% | $79,852+91.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 12.91% | 27.43%-14.5pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $3,117 | $3,217-3.1% | $4,645-32.9% | $2,471+26.1% |
| Participant deferral / active EE | $8,340 | $5,681+46.8% | $6,843+21.9% | $3,740+123.0% |
| Admin fee / account holder | $355 | $6,052-94.1% | $9,310-96.2% | $5,306-93.3% |