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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 | $206,055 | $90,400+127.9% | $186,193+10.7% | $87,485+135.5% |
| Participation rate | 84.6% | 66.2%+18.4pp | 77.1%+7.5pp | 68.9%+15.7pp |
| Annual return | 15.68% | 22.15%-6.5pp | 78.03%-62.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,100 | $2,170+42.8% | $3,918-20.9% | $2,596+19.4% |
| Participant deferral / active EE | $9,085 | $4,330+109.8% | $6,513+39.5% | $4,274+112.6% |
| Admin fee / account holder | $26,683 | $8,673+207.7% | $11,058+141.3% | $7,775+243.2% |