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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 | $132,617 | $72,269+83.5% | $101,271+31.0% | $79,852+66.1% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 11.32% | 22.29%-11.0pp | 46.48%-35.2pp | 31.72%-20.4pp |
| Employer contribution / active EE | $3,027 | $2,692+12.5% | $3,660-17.3% | $2,471+22.5% |
| Participant deferral / active EE | $6,060 | $3,282+84.7% | $4,371+38.7% | $3,740+62.0% |
| Admin fee / account holder | $14,954 | $4,401+239.8% | $5,948+151.4% | $5,306+181.8% |