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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 | $128,387 | $81,233+58.0% | $155,567-17.5% | $80,874+58.7% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.71% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,578 | $3,101+15.4% | $4,674-23.4% | $2,756+29.9% |
| Participant deferral / active EE | $8,961 | $3,452+159.6% | $5,628+59.2% | $4,297+108.5% |
| Admin fee / account holder | $25,352 | $7,998+217.0% | $15,916+59.3% | $6,935+265.6% |