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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 | $192,112 | $106,524+80.3% | $152,301+26.1% | $87,485+119.6% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.4%+5.4pp | 68.9%+18.9pp |
| Annual return | 15.65% | 26.89%-11.2pp | 80.50%-64.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,378 | $3,371+0.2% | $4,624-26.9% | $2,596+30.1% |
| Participant deferral / active EE | $7,443 | $6,525+14.1% | $8,004-7.0% | $4,274+74.2% |
| Admin fee / account holder | $30,869 | $8,287+272.5% | $14,398+114.4% | $7,775+297.0% |