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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 | $247,086 | $76,407+223.4% | $150,298+64.4% | $82,448+199.7% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 25.07% | 39.99%-14.9pp | 62.79%-37.7pp | 41.64%-16.6pp |
| Employer contribution / active EE | $3,344 | $2,614+27.9% | $4,154-19.5% | $2,551+31.1% |
| Participant deferral / active EE | $7,285 | $3,214+126.6% | $5,453+33.6% | $4,139+76.0% |
| Admin fee / account holder | $2,050 | $6,352-67.7% | $14,116-85.5% | $7,234-71.7% |