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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 | $173,224 | $81,476+112.6% | $102,383+69.2% | $80,925+114.1% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.7%+13.4pp |
| Annual return | 10.94% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $10,720 | $3,105+245.3% | $3,870+177.0% | $2,756+288.9% |
| Participant deferral / active EE | $4,168 | $3,871+7.7% | $5,060-17.6% | $4,299-3.0% |
| Admin fee / account holder | $10,369 | $6,717+54.4% | $8,391+23.6% | $6,940+49.4% |