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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 | $160,471 | $85,171+88.4% | $172,753-7.1% | $72,976+119.9% |
| Participation rate | 83.0% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.5pp |
| Annual return | 20.97% | 27.32%-6.4pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,887 | $3,324-43.2% | $5,144-63.3% | $2,440-22.6% |
| Participant deferral / active EE | $4,598 | $3,260+41.0% | $5,198-11.5% | $3,608+27.4% |
| Admin fee / account holder | $1,545 | $5,880-73.7% | $13,956-88.9% | $5,124-69.8% |