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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 | $155,994 | $91,536+70.4% | $130,062+19.9% | $75,177+107.5% |
| Participation rate | 82.8% | 71.5%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 13.50% | -631.62%+645.1pp | -137.37%+150.9pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,187 | $2,845-58.3% | $4,322-72.5% | $2,671-55.6% |
| Participant deferral / active EE | $8,741 | $4,343+101.3% | $5,821+50.2% | $4,126+111.8% |
| Admin fee / account holder | $14,687 | $6,780+116.6% | $10,601+38.6% | $5,651+159.9% |