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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 | $143,354 | $64,324+122.9% | $118,946+20.5% | $79,852+79.5% |
| Participation rate | 90.9% | 64.9%+26.1pp | 75.4%+15.5pp | 69.6%+21.3pp |
| Annual return | 18.29% | 86.45%-68.2pp | 35.89%-17.6pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,369 | $1,836+138.0% | $3,263+33.9% | $2,471+76.8% |
| Participant deferral / active EE | $6,433 | $2,824+127.8% | $4,266+50.8% | $3,740+72.0% |
| Admin fee / account holder | $2,800 | $4,040-30.7% | $6,581-57.4% | $5,306-47.2% |