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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 | $149,730 | $95,406+56.9% | $185,849-19.4% | $85,847+74.4% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 11.55% | 23.59%-12.0pp | 122.10%-110.5pp | 318.61%-307.1pp |
| Employer contribution / active EE | $2,117 | $3,314-36.1% | $5,169-59.0% | $2,565-17.5% |
| Participant deferral / active EE | $4,830 | $3,424+41.1% | $5,569-13.3% | $3,952+22.2% |
| Admin fee / account holder | $13,466 | $7,214+86.7% | $16,244-17.1% | $6,261+115.1% |