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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 | $121,572 | $78,670+54.5% | $109,173+11.4% | $85,847+41.6% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 12.20% | 25.09%-12.9pp | 25.75%-13.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $10,871 | $2,734+297.6% | $3,723+192.0% | $2,565+323.8% |
| Participant deferral / active EE | $4,356 | $3,467+25.6% | $4,654-6.4% | $3,952+10.2% |
| Admin fee / account holder | $6,300 | $5,469+15.2% | $6,755-6.7% | $6,261+0.6% |