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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 | $142,486 | $58,311+144.4% | $81,882+74.0% | $80,959+76.0% |
| Participation rate | 73.0% | 63.5%+9.5pp | 72.4%+0.6pp | 67.7%+5.3pp |
| Annual return | 14.04% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,990 | $2,347+112.6% | $2,916+71.1% | $2,757+81.0% |
| Participant deferral / active EE | $4,841 | $3,287+47.3% | $4,323+12.0% | $4,300+12.6% |
| Admin fee / account holder | $5,658 | $4,752+19.1% | $7,360-23.1% | $6,925-18.3% |