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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 | $245,377 | $92,985+163.9% | $153,432+59.9% | $80,874+203.4% |
| Participation rate | 97.4% | 69.0%+28.4pp | 77.1%+20.3pp | 67.6%+29.7pp |
| Annual return | 12.28% | 19.95%-7.7pp | 15.66%-3.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,492 | $3,507-57.5% | $5,038-70.4% | $2,756-45.9% |
| Participant deferral / active EE | $12,731 | $5,178+145.9% | $6,757+88.4% | $4,297+196.3% |
| Admin fee / account holder | $21,433 | $8,880+141.4% | $12,725+68.4% | $6,935+209.0% |