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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 | $206,693 | $81,276+154.3% | $155,574+32.9% | $80,925+155.4% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.7%+8.7pp |
| Annual return | 14.62% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,104 | $3,103+32.2% | $4,676-12.2% | $2,756+48.9% |
| Participant deferral / active EE | $8,479 | $3,453+145.6% | $5,629+50.6% | $4,299+97.2% |
| Admin fee / account holder | $1,595 | $7,993-80.0% | $15,914-90.0% | $6,940-77.0% |