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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 | $224,923 | $102,385+119.7% | $147,080+52.9% | $80,935+177.9% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.7pp |
| Annual return | 21.58% | 135.09%-113.5pp | 420.17%-398.6pp | 35.66%-14.1pp |
| Employer contribution / active EE | $1,845 | $3,717-50.4% | $4,933-62.6% | $2,757-33.1% |
| Participant deferral / active EE | $7,265 | $6,651+9.2% | $8,066-9.9% | $4,299+69.0% |
| Admin fee / account holder | $6,487 | $7,951-18.4% | $12,989-50.1% | $6,924-6.3% |