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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 | $204,443 | $89,259+129.0% | $107,187+90.7% | $82,637+147.4% |
| Participation rate | 73.0% | 67.9%+5.0pp | 75.0%-2.0pp | 68.1%+4.9pp |
| Annual return | 18.00% | 21.02%-3.0pp | 204.55%-186.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,516 | $3,080+14.2% | $3,782-7.0% | $2,552+37.8% |
| Participant deferral / active EE | $9,964 | $4,037+146.8% | $5,096+95.5% | $4,126+141.5% |
| Admin fee / account holder | $9,878 | $7,381+33.8% | $9,162+7.8% | $7,339+34.6% |