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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 | $202,985 | $81,262+149.8% | $155,602+30.5% | $80,911+150.9% |
| Participation rate | 94.3% | 66.2%+28.0pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 10.96% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.7pp |
| Employer contribution / active EE | $2,909 | $3,102-6.2% | $4,675-37.8% | $2,756+5.6% |
| Participant deferral / active EE | $5,044 | $3,451+46.1% | $5,629-10.4% | $4,297+17.4% |
| Admin fee / account holder | $37,816 | $7,992+373.2% | $15,923+137.5% | $6,935+445.3% |