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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 | $173,793 | $81,331+113.7% | $155,534+11.7% | $80,935+114.7% |
| Participation rate | 91.4% | 66.3%+25.2pp | 78.2%+13.2pp | 67.7%+23.8pp |
| Annual return | 16.74% | 33.37%-16.6pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $10,670 | $3,105+243.7% | $4,675+128.2% | $2,757+287.0% |
| Participant deferral / active EE | $7,375 | $3,454+113.5% | $5,630+31.0% | $4,299+71.5% |
| Admin fee / account holder | $2,538 | $7,999-68.3% | $15,900-84.0% | $6,924-63.3% |