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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 | $140,648 | $71,215+97.5% | $93,696+50.1% | $80,935+73.8% |
| Participation rate | 94.9% | 60.4%+34.5pp | 68.7%+26.2pp | 67.7%+27.2pp |
| Annual return | 19.16% | 11.27%+7.9pp | 133.74%-114.6pp | 35.66%-16.5pp |
| Employer contribution / active EE | $5,095 | $1,565+225.5% | $2,422+110.4% | $2,757+84.8% |
| Participant deferral / active EE | $6,241 | $4,037+54.6% | $4,417+41.3% | $4,299+45.2% |
| Admin fee / account holder | $9,026 | $6,958+29.7% | $8,287+8.9% | $6,924+30.4% |