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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 | $216,082 | $51,638+318.5% | $68,368+216.1% | $82,448+162.1% |
| Participation rate | 93.8% | 63.6%+30.1pp | 73.8%+20.0pp | 68.1%+25.7pp |
| Annual return | 16.28% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,742 | $2,047+34.0% | $2,649+3.5% | $2,551+7.5% |
| Participant deferral / active EE | $5,943 | $2,914+104.0% | $4,123+44.2% | $4,139+43.6% |
| Admin fee / account holder | $6,231 | $4,643+34.2% | $5,150+21.0% | $7,234-13.9% |