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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 | $208,650 | $117,426+77.7% | $99,470+109.8% | $152,885+36.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 19.42% | 31.87%-12.4pp | 30.72%-11.3pp | 345.39%-326.0pp |
| Employer contribution / active EE | $9,333 | $3,014+209.7% | $2,540+267.4% | $4,763+95.9% |
| Participant deferral / active EE | $2,564 | $4,086-37.3% | $3,619-29.2% | $5,851-56.2% |
| Admin fee / account holder | $4,366 | $7,634-42.8% | $6,252-30.2% | $11,598-62.4% |