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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 | $153,156 | $68,398+123.9% | $94,664+61.8% | $75,173+103.7% |
| Participation rate | 86.5% | 76.1%+10.5pp | 80.8%+5.7pp | 67.2%+19.3pp |
| Annual return | 17.59% | 616.72%-599.1pp | 156.84%-139.3pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,160 | $2,701-57.0% | $3,673-68.4% | $2,671-56.6% |
| Participant deferral / active EE | $9,460 | $6,537+44.7% | $7,417+27.5% | $4,126+129.3% |
| Admin fee / account holder | $1,039 | $5,324-80.5% | $7,222-85.6% | $5,651-81.6% |