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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 | $230,300 | $110,379+108.6% | $102,412+124.9% | $145,884+57.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 29.24% | 24.84%+4.4pp | 24.94%+4.3pp | 551.85%-522.6pp |
| Employer contribution / active EE | $2,567 | $4,216-39.1% | $3,870-33.7% | $4,662-44.9% |
| Participant deferral / active EE | $8,097 | $5,622+44.0% | $5,060+60.0% | $6,690+21.0% |
| Admin fee / account holder | $4,407 | $9,745-54.8% | $8,388-47.5% | $13,392-67.1% |