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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 | $209,443 | $116,203+80.2% | $93,621+123.7% | $152,897+37.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 15.98% | 35.96%-20.0pp | 32.76%-16.8pp | 345.43%-329.5pp |
| Employer contribution / active EE | $18,795 | $3,219+483.8% | $2,719+591.3% | $4,764+294.6% |
| Participant deferral / active EE | $15,114 | $4,605+228.2% | $4,070+271.4% | $5,851+158.3% |
| Admin fee / account holder | $3,928 | $10,751-63.5% | $7,890-50.2% | $11,599-66.1% |