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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 | $204,058 | $99,875+104.3% | $146,866+38.9% | $86,983+134.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 14.43% | 28.10%-13.7pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $5,277 | $3,224+63.7% | $4,425+19.3% | $2,584+104.2% |
| Participant deferral / active EE | $13,130 | $6,322+107.7% | $7,759+69.2% | $4,194+213.1% |
| Admin fee / account holder | $40,342 | $7,838+414.7% | $13,620+196.2% | $7,856+413.5% |