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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 | $212,777 | $78,690+170.4% | $161,489+31.8% | $87,485+143.2% |
| Participation rate | 85.2% | 67.5%+17.7pp | 78.7%+6.5pp | 68.9%+16.3pp |
| Annual return | 14.23% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $6,912 | $2,588+167.1% | $4,268+61.9% | $2,596+166.2% |
| Participant deferral / active EE | $4,483 | $3,311+35.4% | $5,630-20.4% | $4,274+4.9% |
| Admin fee / account holder | $3,277 | $6,724-51.3% | $16,006-79.5% | $7,775-57.9% |