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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 | $136,053 | $50,947+167.0% | $74,551+82.5% | $64,173+112.0% |
| Participation rate | 95.8% | 61.1%+34.8pp | 69.1%+26.7pp | 69.6%+26.3pp |
| Annual return | 9.66% | -1.85%+11.5pp | 32.53%-22.9pp | 7.63%+2.0pp |
| Employer contribution / active EE | $10,006 | $1,115+797.1% | $1,961+410.2% | $2,381+320.3% |
| Participant deferral / active EE | $6,962 | $2,302+202.5% | $3,108+124.0% | $3,470+100.6% |
| Admin fee / account holder | $16,210 | $4,221+284.0% | $5,059+220.4% | $4,887+231.7% |