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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 | $96,770 | $52,580+84.0% | $71,671+35.0% | $70,124+38.0% |
| Participation rate | 93.9% | 60.9%+33.1pp | 68.7%+25.2pp | 69.5%+24.4pp |
| Annual return | 17.40% | 20.25%-2.9pp | 20.65%-3.3pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,770 | $1,616+257.1% | $2,460+134.6% | $2,342+146.3% |
| Participant deferral / active EE | $5,861 | $2,386+145.6% | $3,438+70.5% | $3,332+75.9% |
| Admin fee / account holder | $7,309 | $3,653+100.1% | $5,558+31.5% | $4,645+57.3% |