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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 | $87,136 | $51,638+68.7% | $68,368+27.5% | $82,448+5.7% |
| Participation rate | 94.3% | 63.6%+30.7pp | 73.8%+20.5pp | 68.1%+26.2pp |
| Annual return | 18.75% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,743 | $2,047+131.8% | $2,649+79.1% | $2,551+85.9% |
| Participant deferral / active EE | $7,442 | $2,914+155.4% | $4,123+80.5% | $4,139+79.8% |
| Admin fee / account holder | $9,652 | $4,643+107.9% | $5,150+87.4% | $7,234+33.4% |