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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 | $208,066 | $93,617+122.3% | $135,982+53.0% | $75,177+176.8% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 18.89% | 30.89%-12.0pp | 68.32%-49.4pp | 160.75%-141.9pp |
| Employer contribution / active EE | $9,313 | $3,538+163.2% | $4,859+91.7% | $2,671+248.7% |
| Participant deferral / active EE | $7,907 | $6,406+23.4% | $7,760+1.9% | $4,126+91.6% |
| Admin fee / account holder | $8,370 | $6,980+19.9% | $10,767-22.3% | $5,651+48.1% |