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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 | $211,569 | $91,559+131.1% | $133,971+57.9% | $79,852+165.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 14.95% | 61.85%-46.9pp | 45.09%-30.1pp | 31.72%-16.8pp |
| Employer contribution / active EE | $10,789 | $2,384+352.6% | $3,919+175.3% | $2,471+336.6% |
| Participant deferral / active EE | $4,769 | $3,734+27.7% | $5,047-5.5% | $3,740+27.5% |
| Admin fee / account holder | $7,039 | $6,321+11.4% | $8,929-21.2% | $5,306+32.6% |