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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 | $122,698 | $58,311+110.4% | $81,882+49.8% | $80,959+51.6% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.4%+19.6pp | 67.7%+24.3pp |
| Annual return | 11.45% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $9,664 | $2,347+311.8% | $2,916+231.4% | $2,757+250.5% |
| Participant deferral / active EE | $4,573 | $3,287+39.1% | $4,323+5.8% | $4,300+6.3% |
| Admin fee / account holder | $4,039 | $4,752-15.0% | $7,360-45.1% | $6,925-41.7% |