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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 | $110,226 | $61,125+80.3% | $94,057+17.2% | $87,485+26.0% |
| Participation rate | 73.2% | 64.1%+9.1pp | 73.3%-0.2pp | 68.9%+4.2pp |
| Annual return | 20.22% | 35.20%-15.0pp | 480.62%-460.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $4,047 | $2,136+89.4% | $2,933+38.0% | $2,596+55.9% |
| Participant deferral / active EE | $8,638 | $3,260+164.9% | $4,709+83.4% | $4,274+102.1% |
| Admin fee / account holder | $1,494 | $5,629-73.4% | $7,244-79.4% | $7,775-80.8% |