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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 | $231,006 | $54,541+323.5% | $78,778+193.2% | $70,126+229.4% |
| Participation rate | 88.5% | 60.8%+27.7pp | 69.2%+19.3pp | 69.5%+18.9pp |
| Annual return | 20.71% | 21.07%-0.4pp | 35.62%-14.9pp | 73.15%-52.4pp |
| Employer contribution / active EE | $5,003 | $1,089+359.6% | $1,986+151.9% | $2,343+113.6% |
| Participant deferral / active EE | $8,038 | $2,210+263.7% | $2,958+171.7% | $3,332+141.2% |
| Admin fee / account holder | $2,162 | $3,709-41.7% | $5,134-57.9% | $4,645-53.5% |