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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 | $206,183 | $81,358+153.4% | $155,556+32.5% | $80,959+154.7% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 14.01% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $5,461 | $3,106+75.8% | $4,675+16.8% | $2,757+98.1% |
| Participant deferral / active EE | $6,076 | $3,455+75.8% | $5,631+7.9% | $4,300+41.3% |
| Admin fee / account holder | $4,991 | $7,994-37.6% | $15,885-68.6% | $6,925-27.9% |