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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 | $248,202 | $55,889+344.1% | $76,119+226.1% | $80,935+206.7% |
| Participation rate | 83.9% | 62.1%+21.8pp | 69.1%+14.8pp | 67.7%+16.2pp |
| Annual return | 13.52% | 20.58%-7.1pp | 361.25%-347.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,716 | $1,866+45.6% | $2,693+0.9% | $2,757-1.5% |
| Participant deferral / active EE | $4,977 | $3,051+63.1% | $4,259+16.8% | $4,299+15.8% |
| Admin fee / account holder | $29,825 | $5,241+469.0% | $6,421+364.5% | $6,924+330.7% |