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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 | $129,119 | $72,486+78.1% | $87,103+48.2% | $72,976+76.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 24.17% | 24.46%-0.3pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $8,960 | $1,894+373.1% | $2,521+255.3% | $2,440+267.2% |
| Participant deferral / active EE | $3,902 | $3,270+19.4% | $4,049-3.6% | $3,608+8.2% |
| Admin fee / account holder | $648 | $5,055-87.2% | $7,491-91.3% | $5,124-87.3% |