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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 | $151,426 | $93,345+62.2% | $119,126+27.1% | $87,485+73.1% |
| Participation rate | 72.4% | 68.7%+3.7pp | 75.8%-3.3pp | 68.9%+3.5pp |
| Annual return | 41.23% | 19.08%+22.2pp | 282.11%-240.9pp | 26.06%+15.2pp |
| Employer contribution / active EE | $1,848 | $3,172-41.7% | $4,034-54.2% | $2,596-28.8% |
| Participant deferral / active EE | $3,086 | $4,099-24.7% | $5,318-42.0% | $4,274-27.8% |
| Admin fee / account holder | $1,572 | $8,039-80.5% | $10,693-85.3% | $7,775-79.8% |