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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 | $174,782 | $78,690+122.1% | $161,489+8.2% | $87,485+99.8% |
| Participation rate | 94.3% | 67.5%+26.8pp | 78.7%+15.6pp | 68.9%+25.4pp |
| Annual return | 15.02% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,270 | $2,588+26.4% | $4,268-23.4% | $2,596+26.0% |
| Participant deferral / active EE | $8,311 | $3,311+151.0% | $5,630+47.6% | $4,274+94.5% |
| Admin fee / account holder | $9,674 | $6,724+43.9% | $16,006-39.6% | $7,775+24.4% |