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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 | $146,716 | $59,440+146.8% | $78,004+88.1% | $82,637+77.5% |
| Participation rate | 92.3% | 62.8%+29.5pp | 69.4%+22.9pp | 68.1%+24.3pp |
| Annual return | 16.75% | 40.24%-23.5pp | 31.07%-14.3pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,235 | $1,750+84.8% | $2,469+31.0% | $2,552+26.8% |
| Participant deferral / active EE | $2,322 | $3,138-26.0% | $4,092-43.2% | $4,126-43.7% |
| Admin fee / account holder | $2,274 | $5,504-58.7% | $7,578-70.0% | $7,339-69.0% |