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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 | $184,959 | $132,099+40.0% | $115,599+60.0% | $138,895+33.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.3%+18.0pp | 79.9%+12.4pp |
| Annual return | 16.67% | 176.76%-160.1pp | 111.10%-94.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,262 | $3,416-33.8% | $2,955-23.5% | $4,194-46.1% |
| Participant deferral / active EE | $3,514 | $5,617-37.4% | $4,889-28.1% | $6,396-45.1% |
| Admin fee / account holder | $1,984 | $15,650-87.3% | $12,841-84.5% | $12,562-84.2% |