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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 | $185,256 | $110,410+67.8% | $102,437+80.8% | $145,897+27.0% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 11.64% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.6pp |
| Employer contribution / active EE | $6,685 | $4,217+58.5% | $3,871+72.7% | $4,663+43.4% |
| Participant deferral / active EE | $11,166 | $5,622+98.6% | $5,060+120.7% | $6,689+66.9% |
| Admin fee / account holder | $1,919 | $9,745-80.3% | $8,388-77.1% | $13,390-85.7% |