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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 | $242,621 | $81,233+198.7% | $155,567+56.0% | $80,874+200.0% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 24.11% | 33.33%-9.2pp | 64.74%-40.6pp | 35.62%-11.5pp |
| Employer contribution / active EE | $6,956 | $3,101+124.3% | $4,674+48.8% | $2,756+152.4% |
| Participant deferral / active EE | $8,297 | $3,452+140.3% | $5,628+47.4% | $4,297+93.1% |
| Admin fee / account holder | $1,785 | $7,998-77.7% | $15,916-88.8% | $6,935-74.3% |