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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 | $237,098 | $81,276+191.7% | $155,574+52.4% | $80,925+193.0% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 16.49% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,528 | $3,103-18.5% | $4,676-45.9% | $2,756-8.3% |
| Participant deferral / active EE | $7,930 | $3,453+129.7% | $5,629+40.9% | $4,299+84.5% |
| Admin fee / account holder | $859 | $7,993-89.3% | $15,914-94.6% | $6,940-87.6% |