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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 | $238,367 | $118,680+100.8% | $98,910+141.0% | $158,931+50.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 7.36% | 372.35%-365.0pp | 196.44%-189.1pp | 302.86%-295.5pp |
| Employer contribution / active EE | $6,475 | $3,333+94.3% | $2,689+140.8% | $4,761+36.0% |
| Participant deferral / active EE | $17,996 | $5,088+253.7% | $4,244+324.0% | $5,982+200.8% |
| Admin fee / account holder | $3,445 | $10,131-66.0% | $6,642-48.1% | $11,247-69.4% |