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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 | $234,458 | $81,358+188.2% | $155,556+50.7% | $80,959+189.6% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 12.27% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,432 | $3,106+10.5% | $4,675-26.6% | $2,757+24.5% |
| Participant deferral / active EE | $6,763 | $3,455+95.7% | $5,631+20.1% | $4,300+57.3% |
| Admin fee / account holder | $1,916 | $7,994-76.0% | $15,885-87.9% | $6,925-72.3% |