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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 | $237,277 | $81,276+191.9% | $155,574+52.5% | $80,925+193.2% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 12.02% | 33.36%-21.3pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,602 | $3,103+80.5% | $4,676+19.8% | $2,756+103.2% |
| Participant deferral / active EE | $5,086 | $3,453+47.3% | $5,629-9.7% | $4,299+18.3% |
| Admin fee / account holder | $789 | $7,993-90.1% | $15,914-95.0% | $6,940-88.6% |