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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 | $145,108 | $77,817+86.5% | $123,553+17.4% | $64,173+126.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.13% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,562 | $3,014+18.2% | $4,628-23.0% | $2,381+49.6% |
| Participant deferral / active EE | $8,145 | $5,240+55.4% | $6,426+26.8% | $3,470+134.8% |
| Admin fee / account holder | $15,554 | $5,519+181.8% | $9,284+67.5% | $4,887+218.2% |