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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 | $208,303 | $76,407+172.6% | $150,298+38.6% | $82,448+152.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 16.60% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,897 | $2,614+49.1% | $4,154-6.2% | $2,551+52.8% |
| Participant deferral / active EE | $7,928 | $3,214+146.6% | $5,453+45.4% | $4,139+91.5% |
| Admin fee / account holder | $3,200 | $6,352-49.6% | $14,116-77.3% | $7,234-55.8% |