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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 | $164,421 | $94,436+74.1% | $115,599+42.2% | $82,637+99.0% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.3%+20.6pp | 68.1%+26.8pp |
| Annual return | 16.37% | 18.37%-2.0pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $7,479 | $2,324+221.8% | $2,955+153.0% | $2,552+193.0% |
| Participant deferral / active EE | $5,377 | $3,955+36.0% | $4,889+10.0% | $4,126+30.3% |
| Admin fee / account holder | $4,913 | $10,328-52.4% | $12,841-61.7% | $7,339-33.0% |