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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 | $237,164 | $78,425+202.4% | $95,956+147.2% | $79,858+197.0% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 16.19% | 19.37%-3.2pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $3,162 | $1,945+62.6% | $2,541+24.4% | $2,471+28.0% |
| Participant deferral / active EE | $5,632 | $3,440+63.7% | $4,167+35.2% | $3,740+50.6% |
| Admin fee / account holder | $32,533 | $5,622+478.7% | $6,797+378.6% | $5,306+513.1% |