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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 | $167,856 | $102,429+63.9% | $147,096+14.1% | $80,925+107.4% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 11.92% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,875 | $3,716-22.6% | $4,936-41.8% | $2,756+4.3% |
| Participant deferral / active EE | $7,126 | $6,649+7.2% | $8,071-11.7% | $4,299+65.8% |
| Admin fee / account holder | $13,810 | $7,957+73.6% | $13,005+6.2% | $6,940+99.0% |