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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 | $116,915 | $70,430+66.0% | $96,572+21.1% | $85,851+36.2% |
| Participation rate | 81.8% | 61.8%+20.0pp | 69.8%+12.0pp | 69.3%+12.5pp |
| Annual return | 13.82% | 18.58%-4.8pp | 37.79%-24.0pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,563 | $1,413+10.6% | $2,357-33.7% | $2,565-39.1% |
| Participant deferral / active EE | $5,338 | $2,894+84.4% | $3,850+38.7% | $3,952+35.1% |
| Admin fee / account holder | $12,097 | $4,996+142.1% | $6,183+95.7% | $6,261+93.2% |