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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 | $242,281 | $76,407+217.1% | $150,298+61.2% | $82,448+193.9% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 17.24% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,578 | $2,614+113.4% | $4,154+34.3% | $2,551+118.7% |
| Participant deferral / active EE | $3,814 | $3,214+18.7% | $5,453-30.1% | $4,139-7.9% |
| Admin fee / account holder | $21,295 | $6,352+235.3% | $14,116+50.9% | $7,234+194.4% |