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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 | $71,197+231.5% | $93,669+152.0% | $80,925+191.7% |
| Participation rate | 78.0% | 60.4%+17.7pp | 68.7%+9.3pp | 67.7%+10.4pp |
| Annual return | 14.24% | 11.27%+3.0pp | 133.59%-119.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,259 | $1,565+44.3% | $2,424-6.8% | $2,756-18.1% |
| Participant deferral / active EE | $5,679 | $4,036+40.7% | $4,416+28.6% | $4,299+32.1% |
| Admin fee / account holder | $39,948 | $6,959+474.1% | $8,291+381.8% | $6,940+475.6% |