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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 | $246,233 | $81,233+203.1% | $155,567+58.3% | $80,874+204.5% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 15.72% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $7,258 | $3,101+134.1% | $4,674+55.3% | $2,756+163.4% |
| Participant deferral / active EE | $5,430 | $3,452+57.3% | $5,628-3.5% | $4,297+26.4% |
| Admin fee / account holder | $2,086 | $7,998-73.9% | $15,916-86.9% | $6,935-69.9% |