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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 | $194,958 | $48,078+305.5% | $78,676+147.8% | $62,881+210.0% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | 8.00% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $11,693 | $2,015+480.5% | $2,850+310.3% | $2,281+412.7% |
| Participant deferral / active EE | $2,960 | $2,587+14.4% | $3,517-15.8% | $3,203-7.6% |
| Admin fee / account holder | $1,072 | $3,206-66.6% | $4,510-76.2% | $4,296-75.0% |