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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 | $243,517 | $93,598+160.2% | $135,974+79.1% | $75,173+223.9% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 15.52% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,694 | $3,538-23.8% | $4,859-44.6% | $2,671+0.9% |
| Participant deferral / active EE | $8,872 | $6,405+38.5% | $7,760+14.3% | $4,126+115.0% |
| Admin fee / account holder | $2,732 | $6,978-60.8% | $10,767-74.6% | $5,651-51.6% |