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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 | $163,016 | $73,978+120.4% | $96,515+68.9% | $75,173+116.9% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 18.95% | 26.72%-7.8pp | 35.73%-16.8pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,960 | $2,931+1.0% | $3,740-20.8% | $2,671+10.8% |
| Participant deferral / active EE | $5,651 | $3,660+54.4% | $4,880+15.8% | $4,126+36.9% |
| Admin fee / account holder | $2,162 | $5,219-58.6% | $6,735-67.9% | $5,651-61.7% |