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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 | $135,318 | $57,057+137.2% | $85,009+59.2% | $80,874+67.3% |
| Participation rate | 72.8% | 56.4%+16.5pp | 67.5%+5.3pp | 67.6%+5.2pp |
| Annual return | 12.24% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,386 | $1,799+88.2% | $2,728+24.1% | $2,756+22.9% |
| Participant deferral / active EE | $6,522 | $3,112+109.6% | $4,522+44.2% | $4,297+51.8% |
| Admin fee / account holder | $17,306 | $4,986+247.1% | $6,153+181.3% | $6,935+149.5% |