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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 | $170,832 | $91,198+87.3% | $178,503-4.3% | $79,856+113.9% |
| Participation rate | 93.1% | 69.2%+23.8pp | 81.9%+11.1pp | 69.6%+23.4pp |
| Annual return | 12.60% | 24.20%-11.6pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $12,103 | $3,257+271.6% | $5,011+141.5% | $2,471+389.7% |
| Participant deferral / active EE | $5,520 | $3,237+70.6% | $5,202+6.1% | $3,741+47.6% |
| Admin fee / account holder | $344 | $6,748-94.9% | $13,987-97.5% | $5,306-93.5% |