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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 | $220,019 | $78,672+179.7% | $109,163+101.6% | $85,856+156.3% |
| Participation rate | 90.8% | 68.3%+22.5pp | 75.9%+14.9pp | 69.3%+21.5pp |
| Annual return | 13.93% | 25.09%-11.2pp | 25.75%-11.8pp | 318.58%-304.7pp |
| Employer contribution / active EE | $4,163 | $2,734+52.3% | $3,723+11.8% | $2,565+62.3% |
| Participant deferral / active EE | $3,858 | $3,467+11.3% | $4,654-17.1% | $3,952-2.4% |
| Admin fee / account holder | $46,125 | $5,470+743.3% | $6,754+582.9% | $6,261+636.8% |