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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 | $200,224 | $76,551+161.6% | $123,894+61.6% | $62,881+218.4% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 7.80% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,574 | $2,882+58.7% | $4,617-0.9% | $2,281+100.5% |
| Participant deferral / active EE | $9,691 | $4,840+100.2% | $5,984+61.9% | $3,203+202.6% |
| Admin fee / account holder | $3,023 | $4,826-37.4% | $8,357-63.8% | $4,296-29.6% |