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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 | $101,772 | $57,061+78.4% | $85,063+19.6% | $80,911+25.8% |
| Participation rate | 98.1% | 56.3%+41.8pp | 67.5%+30.6pp | 67.6%+30.5pp |
| Annual return | 14.98% | 21.66%-6.7pp | 66.54%-51.6pp | 35.63%-20.7pp |
| Employer contribution / active EE | $8,190 | $1,799+355.3% | $2,727+200.3% | $2,756+197.2% |
| Participant deferral / active EE | $8,784 | $3,110+182.4% | $4,523+94.2% | $4,297+104.4% |
| Admin fee / account holder | $2,637 | $4,986-47.1% | $6,155-57.2% | $6,935-62.0% |