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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 | $96,892 | $139,948-30.8% | $121,663-20.4% | $154,746-37.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 13.73% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $7,155 | $3,521+103.2% | $3,020+136.9% | $4,379+63.4% |
| Participant deferral / active EE | $15,711 | $5,629+179.1% | $4,887+221.5% | $6,730+133.4% |
| Admin fee / account holder | $48,796 | $17,321+181.7% | $14,289+241.5% | $14,365+239.7% |