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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 | $156,030 | $65,364+138.7% | $92,909+67.9% | $72,975+113.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 18.47% | 42.11%-23.6pp | 109.44%-91.0pp | 81.01%-62.5pp |
| Employer contribution / active EE | $5,442 | $2,594+109.8% | $3,653+49.0% | $2,440+123.0% |
| Participant deferral / active EE | $2,543 | $3,128-18.7% | $4,238-40.0% | $3,608-29.5% |
| Admin fee / account holder | $10,951 | $4,251+157.6% | $5,795+89.0% | $5,124+113.7% |