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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 | $246,509 | $81,358+203.0% | $155,556+58.5% | $80,959+204.5% |
| Participation rate | 82.8% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 13.69% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $6,099 | $3,106+96.3% | $4,675+30.4% | $2,757+121.2% |
| Participant deferral / active EE | $8,759 | $3,455+153.5% | $5,631+55.6% | $4,300+103.7% |
| Admin fee / account holder | $15,742 | $7,994+96.9% | $15,885-0.9% | $6,925+127.3% |