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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 | $154,537 | $64,324+140.2% | $118,946+29.9% | $79,852+93.5% |
| Participation rate | 84.1% | 64.9%+19.3pp | 75.4%+8.7pp | 69.6%+14.5pp |
| Annual return | 13.05% | 86.45%-73.4pp | 35.89%-22.8pp | 31.72%-18.7pp |
| Employer contribution / active EE | $5,146 | $1,836+180.3% | $3,263+57.7% | $2,471+108.3% |
| Participant deferral / active EE | $2,643 | $2,824-6.4% | $4,266-38.1% | $3,740-29.4% |
| Admin fee / account holder | $9,772 | $4,040+141.9% | $6,581+48.5% | $5,306+84.2% |