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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 | $211,673 | $79,557+166.1% | $118,746+78.3% | $70,126+201.8% |
| Participation rate | 79.3% | 71.4%+8.0pp | 78.3%+1.0pp | 69.5%+9.8pp |
| Annual return | 15.04% | 25.64%-10.6pp | 24.54%-9.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $4,168 | $2,861+45.7% | $4,193-0.6% | $2,343+77.9% |
| Participant deferral / active EE | $9,973 | $4,089+143.9% | $5,332+87.0% | $3,332+199.3% |
| Admin fee / account holder | $28,815 | $5,374+436.1% | $10,720+168.8% | $4,645+520.3% |