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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 | $172,413 | $80,985+112.9% | $96,576+78.5% | $75,181+129.3% |
| Participation rate | 95.5% | 71.8%+23.7pp | 76.0%+19.5pp | 67.2%+28.3pp |
| Annual return | 14.08% | 27.05%-13.0pp | 25.87%-11.8pp | 160.69%-146.6pp |
| Employer contribution / active EE | $6,559 | $2,282+187.3% | $2,965+121.2% | $2,671+145.6% |
| Participant deferral / active EE | $9,178 | $3,929+133.6% | $4,851+89.2% | $4,126+122.5% |
| Admin fee / account holder | $1,611 | $6,719-76.0% | $8,253-80.5% | $5,650-71.5% |