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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 | $60,442+111.6% | $96,754+32.2% | $87,485+46.2% |
| Participation rate | 97.0% | 58.7%+38.3pp | 70.3%+26.7pp | 68.9%+28.0pp |
| Annual return | 18.75% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $6,210 | $1,691+267.3% | $2,679+131.8% | $2,596+139.2% |
| Participant deferral / active EE | $5,850 | $3,280+78.3% | $4,758+22.9% | $4,274+36.9% |
| Admin fee / account holder | $1,410 | $5,069-72.2% | $8,905-84.2% | $7,775-81.9% |