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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 | $219,059 | $81,358+169.3% | $155,556+40.8% | $80,959+170.6% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 13.20% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $4,147 | $3,106+33.5% | $4,675-11.3% | $2,757+50.4% |
| Participant deferral / active EE | $6,338 | $3,455+83.4% | $5,631+12.6% | $4,300+47.4% |
| Admin fee / account holder | $1,429 | $7,994-82.1% | $15,885-91.0% | $6,925-79.4% |