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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 | $187,327 | $91,559+104.6% | $133,978+39.8% | $79,856+134.6% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.0pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.10%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,592 | $2,384+176.5% | $3,919+68.2% | $2,471+166.7% |
| Participant deferral / active EE | $5,428 | $3,734+45.4% | $5,047+7.5% | $3,741+45.1% |
| Admin fee / account holder | $1,389 | $6,321-78.0% | $8,930-84.4% | $5,306-73.8% |