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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 | $244,024 | $91,198+167.6% | $178,503+36.7% | $79,856+205.6% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 10.12% | 24.20%-14.1pp | 151.12%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,165 | $3,257-2.8% | $5,011-36.8% | $2,471+28.1% |
| Participant deferral / active EE | $7,569 | $3,237+133.9% | $5,202+45.5% | $3,741+102.4% |
| Admin fee / account holder | $9,078 | $6,748+34.5% | $13,987-35.1% | $5,306+71.1% |