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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 | $170,149 | $78,520+116.7% | $96,576+76.2% | $82,448+106.4% |
| Participation rate | 92.6% | 77.7%+14.9pp | 81.4%+11.2pp | 68.1%+24.5pp |
| Annual return | 16.56% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,999 | $2,630+128.1% | $3,553+68.8% | $2,551+135.2% |
| Participant deferral / active EE | $5,715 | $6,754-15.4% | $7,956-28.2% | $4,139+38.1% |
| Admin fee / account holder | $3,330 | $13,455-75.3% | $11,381-70.7% | $7,234-54.0% |