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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 | $200,717 | $81,358+146.7% | $155,556+29.0% | $80,959+147.9% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 13.73% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $6,656 | $3,106+114.3% | $4,675+42.4% | $2,757+141.4% |
| Participant deferral / active EE | $6,738 | $3,455+95.0% | $5,631+19.7% | $4,300+56.7% |
| Admin fee / account holder | $2,694 | $7,994-66.3% | $15,885-83.0% | $6,925-61.1% |