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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 | $165,452 | $68,878+140.2% | $120,574+37.2% | $80,935+104.4% |
| Participation rate | 89.2% | 61.7%+27.5pp | 71.9%+17.2pp | 67.7%+21.5pp |
| Annual return | 12.64% | 23.67%-11.0pp | 107.42%-94.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,384 | $2,065-33.0% | $3,471-60.1% | $2,757-49.8% |
| Participant deferral / active EE | $4,974 | $3,189+56.0% | $4,996-0.4% | $4,299+15.7% |
| Admin fee / account holder | $5,018 | $5,782-13.2% | $9,445-46.9% | $6,924-27.5% |