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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 | $235,905 | $65,034+262.7% | $90,970+159.3% | $79,856+195.4% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.0%+19.2pp | 69.6%+18.6pp |
| Annual return | 12.82% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,500 | $1,247+421.1% | $2,122+206.3% | $2,471+163.0% |
| Participant deferral / active EE | $3,498 | $2,512+39.2% | $3,373+3.7% | $3,741-6.5% |
| Admin fee / account holder | $3,099 | $4,536-31.7% | $5,961-48.0% | $5,306-41.6% |