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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 | $125,008 | $47,848+161.3% | $81,473+53.4% | $70,126+78.3% |
| Participation rate | 81.3% | 58.3%+23.1pp | 68.0%+13.4pp | 69.5%+11.8pp |
| Annual return | 19.68% | 27.25%-7.6pp | 38.78%-19.1pp | 73.15%-53.5pp |
| Employer contribution / active EE | $5,847 | $1,527+282.9% | $2,568+127.7% | $2,343+149.6% |
| Participant deferral / active EE | $7,450 | $2,453+203.7% | $3,537+110.6% | $3,332+123.6% |
| Admin fee / account holder | $2,975 | $3,145-5.4% | $4,561-34.8% | $4,645-36.0% |