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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 | $81,276+203.3% | $155,574+58.5% | $80,925+204.6% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 13.69% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $6,099 | $3,103+96.5% | $4,676+30.4% | $2,756+121.3% |
| Participant deferral / active EE | $8,759 | $3,453+153.7% | $5,629+55.6% | $4,299+103.8% |
| Admin fee / account holder | $15,742 | $7,993+96.9% | $15,914-1.1% | $6,940+126.8% |