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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 | $172,695 | $100,147+72.4% | $81,286+112.5% | $145,877+18.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 9.27% | 34.44%-25.2pp | 24.80%-15.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,540 | $2,977-14.7% | $2,463+3.2% | $4,663-45.5% |
| Participant deferral / active EE | $5,360 | $4,607+16.3% | $3,883+38.0% | $6,691-19.9% |
| Admin fee / account holder | $5,013 | $8,201-38.9% | $5,764-13.0% | $13,402-62.6% |