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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 | $236,031 | $71,215+231.4% | $93,696+151.9% | $80,935+191.6% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.7%+10.4pp |
| Annual return | 14.24% | 11.27%+3.0pp | 133.74%-119.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,259 | $1,565+44.3% | $2,422-6.7% | $2,757-18.1% |
| Participant deferral / active EE | $5,679 | $4,037+40.7% | $4,417+28.6% | $4,299+32.1% |
| Admin fee / account holder | $39,948 | $6,958+474.1% | $8,287+382.1% | $6,924+476.9% |