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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 | $191,991 | $81,331+136.1% | $155,534+23.4% | $80,935+137.2% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 12.45% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $8,194 | $3,105+163.9% | $4,675+75.3% | $2,757+197.2% |
| Participant deferral / active EE | $5,902 | $3,454+70.9% | $5,630+4.8% | $4,299+37.3% |
| Admin fee / account holder | $1,270 | $7,999-84.1% | $15,900-92.0% | $6,924-81.7% |