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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 | $156,675 | $100,811+55.4% | $86,698+80.7% | $134,545+16.4% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -16.37% | 29.11%-45.5pp | 35.96%-52.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,795 | $3,490+8.7% | $2,837+33.8% | $4,742-20.0% |
| Participant deferral / active EE | $6,413 | $5,339+20.1% | $4,656+37.7% | $6,401+0.2% |
| Admin fee / account holder | $15,624 | $10,926+43.0% | $7,492+108.5% | $11,431+36.7% |