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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 | $159,802 | $81,276+96.6% | $155,574+2.7% | $80,925+97.5% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 11.48% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $12,688 | $3,103+308.9% | $4,676+171.4% | $2,756+360.3% |
| Participant deferral / active EE | $7,949 | $3,453+130.2% | $5,629+41.2% | $4,299+84.9% |
| Admin fee / account holder | $32,913 | $7,993+311.8% | $15,914+106.8% | $6,940+374.2% |