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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 | $208,285 | $76,407+172.6% | $150,298+38.6% | $82,448+152.6% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.3pp | 68.1%+28.9pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,913 | $2,614+87.9% | $4,154+18.3% | $2,551+92.6% |
| Participant deferral / active EE | $4,656 | $3,214+44.9% | $5,453-14.6% | $4,139+12.5% |
| Admin fee / account holder | $11,442 | $6,352+80.1% | $14,116-18.9% | $7,234+58.2% |