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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 | $203,209 | $97,289+108.9% | $92,805+119.0% | $155,188+30.9% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 18.21% | 29.03%-10.8pp | 31.59%-13.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $5,664 | $3,632+55.9% | $3,424+65.4% | $4,248+33.3% |
| Participant deferral / active EE | $14,422 | $8,795+64.0% | $8,448+70.7% | $6,531+120.8% |
| Admin fee / account holder | $1,053 | $12,015-91.2% | $10,911-90.3% | $14,480-92.7% |