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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 | $127,918 | $57,590+122.1% | $86,233+48.3% | $82,448+55.1% |
| Participation rate | 97.0% | 57.9%+39.1pp | 69.0%+28.0pp | 68.1%+28.9pp |
| Annual return | 18.75% | 22.41%-3.7pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $6,210 | $1,655+275.2% | $2,504+148.0% | $2,551+143.4% |
| Participant deferral / active EE | $5,850 | $3,080+89.9% | $4,559+28.3% | $4,139+41.3% |
| Admin fee / account holder | $1,410 | $4,730-70.2% | $8,342-83.1% | $7,234-80.5% |