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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 | $200,053 | $81,233+146.3% | $155,567+28.6% | $80,874+147.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 11.36% | 33.33%-22.0pp | 64.74%-53.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,519 | $3,101-18.8% | $4,674-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $6,261 | $3,452+81.4% | $5,628+11.2% | $4,297+45.7% |
| Admin fee / account holder | $5,811 | $7,998-27.3% | $15,916-63.5% | $6,935-16.2% |