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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 | $222,698 | $85,766+159.7% | $136,298+63.4% | $70,126+217.6% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 16.37% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $4,386 | $2,966+47.9% | $4,696-6.6% | $2,343+87.2% |
| Participant deferral / active EE | $7,015 | $5,051+38.9% | $6,247+12.3% | $3,332+110.5% |
| Admin fee / account holder | $8,282 | $5,421+52.8% | $9,244-10.4% | $4,645+78.3% |