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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 | $173,107 | $105,200+64.5% | $159,474+8.5% | $85,847+101.6% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.8%-9.1pp | 69.3%+4.4pp |
| Annual return | 14.57% | 45.08%-30.5pp | 263.68%-249.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $3,932 | $3,319+18.5% | $4,831-18.6% | $2,565+53.3% |
| Participant deferral / active EE | $10,511 | $5,946+76.8% | $7,353+42.9% | $3,952+165.9% |
| Admin fee / account holder | $3,610 | $6,934-47.9% | $10,802-66.6% | $6,261-42.3% |