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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 | $246,215 | $97,648+152.1% | $121,663+102.4% | $87,485+181.4% |
| Participation rate | 80.8% | 70.5%+10.3pp | 74.5%+6.3pp | 68.9%+11.8pp |
| Annual return | 14.58% | 18.03%-3.4pp | 147.54%-133.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,632 | $2,300+14.4% | $3,020-12.9% | $2,596+1.4% |
| Participant deferral / active EE | $10,798 | $3,923+175.2% | $4,887+120.9% | $4,274+152.7% |
| Admin fee / account holder | $43,317 | $11,100+290.2% | $14,289+203.1% | $7,775+457.1% |