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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 | $209,735 | $81,276+158.1% | $155,574+34.8% | $80,925+159.2% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 17.93% | 33.36%-15.4pp | 64.87%-46.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $6,945 | $3,103+123.8% | $4,676+48.5% | $2,756+152.0% |
| Participant deferral / active EE | $5,413 | $3,453+56.8% | $5,629-3.8% | $4,299+25.9% |
| Admin fee / account holder | $8,899 | $7,993+11.3% | $15,914-44.1% | $6,940+28.2% |