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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 | $196,991 | $65,034+202.9% | $90,970+116.5% | $79,856+146.7% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 15.06% | 30.45%-15.4pp | 134.60%-119.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,086 | $1,247+387.9% | $2,122+186.8% | $2,471+146.3% |
| Participant deferral / active EE | $3,891 | $2,512+54.9% | $3,373+15.3% | $3,741+4.0% |
| Admin fee / account holder | $1,325 | $4,536-70.8% | $5,961-77.8% | $5,306-75.0% |