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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 | $164,813 | $65,364+152.1% | $92,909+77.4% | $72,975+125.8% |
| Participation rate | 90.5% | 68.3%+22.2pp | 76.0%+14.5pp | 69.5%+21.0pp |
| Annual return | 22.62% | 42.11%-19.5pp | 109.44%-86.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $4,022 | $2,594+55.0% | $3,653+10.1% | $2,440+64.8% |
| Participant deferral / active EE | $3,393 | $3,128+8.5% | $4,238-19.9% | $3,608-5.9% |
| Admin fee / account holder | $2,119 | $4,251-50.1% | $5,795-63.4% | $5,124-58.6% |