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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 | $194,131 | $81,233+139.0% | $155,567+24.8% | $80,874+140.0% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 14.24% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $6,483 | $3,101+109.1% | $4,674+38.7% | $2,756+135.3% |
| Participant deferral / active EE | $7,465 | $3,452+116.2% | $5,628+32.7% | $4,297+73.7% |
| Admin fee / account holder | $9,252 | $7,998+15.7% | $15,916-41.9% | $6,935+33.4% |