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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 | $147,095 | $48,364+204.1% | $71,796+104.9% | $62,881+133.9% |
| Participation rate | 93.8% | 60.6%+33.1pp | 69.1%+24.6pp | 69.3%+24.4pp |
| Annual return | 9.73% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $7,668 | $1,042+636.0% | $1,924+298.5% | $2,281+236.2% |
| Participant deferral / active EE | $6,449 | $2,091+208.4% | $2,794+130.8% | $3,203+101.3% |
| Admin fee / account holder | $5,844 | $3,771+55.0% | $4,815+21.4% | $4,296+36.0% |