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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 | $249,909 | $106,247+135.2% | $96,515+158.9% | $139,466+79.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.02% | 38.47%-19.4pp | 35.73%-16.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,050 | $4,106-50.1% | $3,740-45.2% | $4,754-56.9% |
| Participant deferral / active EE | $9,893 | $5,456+81.3% | $4,880+102.7% | $6,712+47.4% |
| Admin fee / account holder | $3,930 | $7,885-50.2% | $6,735-41.6% | $11,409-65.5% |