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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 | $154,729 | $78,425+97.3% | $95,954+61.3% | $79,860+93.8% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 14.06% | 19.37%-5.3pp | 91.62%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $6,164 | $1,945+216.9% | $2,541+142.6% | $2,471+149.5% |
| Participant deferral / active EE | $21,203 | $3,440+516.4% | $4,167+408.8% | $3,740+466.9% |
| Admin fee / account holder | $4,225 | $5,622-24.8% | $6,796-37.8% | $5,306-20.4% |