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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 | $236,398 | $75,541+212.9% | $152,093+55.4% | $82,637+186.1% |
| Participation rate | 85.0% | 66.5%+18.5pp | 77.8%+7.2pp | 68.1%+16.9pp |
| Annual return | 19.57% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $13,793 | $2,622+426.0% | $4,175+230.4% | $2,552+440.4% |
| Participant deferral / active EE | $7,889 | $3,206+146.1% | $5,451+44.7% | $4,126+91.2% |
| Admin fee / account holder | $6,452 | $6,405+0.7% | $14,497-55.5% | $7,339-12.1% |