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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 | $173,165 | $57,073+203.4% | $85,126+103.4% | $80,925+114.0% |
| Participation rate | 80.7% | 56.4%+24.3pp | 67.5%+13.2pp | 67.7%+13.0pp |
| Annual return | 11.73% | 21.69%-10.0pp | 66.63%-54.9pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,672 | $1,801+48.4% | $2,731-2.2% | $2,756-3.1% |
| Participant deferral / active EE | $7,028 | $3,113+125.8% | $4,523+55.4% | $4,299+63.5% |
| Admin fee / account holder | $29,591 | $4,988+493.3% | $6,160+380.3% | $6,940+326.4% |