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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 | $206,970 | $81,358+154.4% | $155,556+33.1% | $80,959+155.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.17% | 33.39%-18.2pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $5,701 | $3,106+83.5% | $4,675+21.9% | $2,757+106.8% |
| Participant deferral / active EE | $7,241 | $3,455+109.5% | $5,631+28.6% | $4,300+68.4% |
| Admin fee / account holder | $6,258 | $7,994-21.7% | $15,885-60.6% | $6,925-9.6% |