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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 | $222,888 | $78,690+183.2% | $161,489+38.0% | $87,485+154.8% |
| Participation rate | 92.7% | 67.5%+25.2pp | 78.7%+14.0pp | 68.9%+23.8pp |
| Annual return | 16.87% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $4,634 | $2,588+79.0% | $4,268+8.6% | $2,596+78.5% |
| Participant deferral / active EE | $7,103 | $3,311+114.5% | $5,630+26.2% | $4,274+66.2% |
| Admin fee / account holder | $700 | $6,724-89.6% | $16,006-95.6% | $7,775-91.0% |