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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 | $215,874 | $115,917+86.2% | $100,535+114.7% | $158,982+35.8% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.4%+10.1pp | 82.0%+7.5pp |
| Annual return | 18.19% | 34.80%-16.6pp | 30.90%-12.7pp | 302.99%-284.8pp |
| Employer contribution / active EE | $1,827 | $4,105-55.5% | $3,419-46.6% | $4,763-61.6% |
| Participant deferral / active EE | $5,036 | $6,677-24.6% | $6,271-19.7% | $5,983-15.8% |
| Admin fee / account holder | $63,025 | $11,002+472.9% | $8,085+679.6% | $11,252+460.1% |