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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 | $128,944 | $54,541+136.4% | $78,778+63.7% | $70,126+83.9% |
| Participation rate | 92.7% | 60.8%+31.9pp | 69.2%+23.5pp | 69.5%+23.1pp |
| Annual return | 14.00% | 21.07%-7.1pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,137 | $1,089+96.3% | $1,986+7.6% | $2,343-8.8% |
| Participant deferral / active EE | $4,972 | $2,210+125.0% | $2,958+68.1% | $3,332+49.2% |
| Admin fee / account holder | $11,636 | $3,709+213.8% | $5,134+126.7% | $4,645+150.5% |