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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 | $248,428 | $106,864+132.5% | $147,318+68.6% | $82,637+200.6% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 15.36% | 27.49%-12.1pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $8,906 | $3,417+160.7% | $4,593+93.9% | $2,552+249.0% |
| Participant deferral / active EE | $6,217 | $6,496-4.3% | $7,906-21.4% | $4,126+50.7% |
| Admin fee / account holder | $6,342 | $8,415-24.6% | $13,708-53.7% | $7,339-13.6% |