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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 | $114,779 | $79,955+43.6% | $98,461+16.6% | $75,173+52.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 75.2%+21.0pp | 67.2%+29.0pp |
| Annual return | 14.71% | 19.75%-5.0pp | 21.17%-6.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $7,313 | $2,264+223.0% | $3,049+139.9% | $2,671+173.8% |
| Participant deferral / active EE | $10,598 | $3,752+182.4% | $4,738+123.7% | $4,126+156.8% |
| Admin fee / account holder | $12,175 | $6,841+78.0% | $8,961+35.9% | $5,651+115.5% |