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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 | $180,145 | $58,493+208.0% | $84,023+114.4% | $72,976+146.9% |
| Participation rate | 93.8% | 61.2%+32.5pp | 69.0%+24.7pp | 69.5%+24.3pp |
| Annual return | 20.67% | 28.93%-8.3pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,919 | $1,163+151.0% | $1,984+47.1% | $2,440+19.6% |
| Participant deferral / active EE | $5,908 | $2,394+146.8% | $3,239+82.4% | $3,608+63.8% |
| Admin fee / account holder | $10,943 | $4,569+139.5% | $6,102+79.3% | $5,124+113.6% |