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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 | $175,860 | $67,411+160.9% | $91,004+93.2% | $70,126+150.8% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 15.33% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $7,457 | $1,786+317.5% | $2,456+203.7% | $2,343+218.3% |
| Participant deferral / active EE | $9,176 | $2,823+225.1% | $3,548+158.7% | $3,332+175.4% |
| Admin fee / account holder | $19,688 | $4,236+364.8% | $5,417+263.4% | $4,645+323.8% |