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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 | $107,807 | $45,343+137.8% | $150,298-28.3% | $67,986+58.6% |
| Participation rate | 83.0% | 51.9%+31.1pp | 77.8%+5.2pp | 57.2%+25.8pp |
| Annual return | 18.11% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,804 | $1,462+23.4% | $4,154-56.6% | $2,019-10.7% |
| Participant deferral / active EE | $4,074 | $2,055+98.3% | $5,453-25.3% | $3,358+21.3% |
| Admin fee / account holder | $8,002 | $2,250+255.7% | $14,116-43.3% | $3,203+149.8% |