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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 | $202,603 | $72,273+180.3% | $101,275+100.1% | $79,856+153.7% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 16.28% | 22.30%-6.0pp | 46.48%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,663 | $2,691+110.4% | $3,660+54.7% | $2,471+129.2% |
| Participant deferral / active EE | $3,819 | $3,282+16.4% | $4,371-12.6% | $3,741+2.1% |
| Admin fee / account holder | $9,539 | $4,401+116.7% | $5,948+60.4% | $5,306+79.8% |