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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 | $126,743 | $57,061+122.1% | $85,063+49.0% | $80,911+56.6% |
| Participation rate | 96.4% | 56.3%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 14.71% | 21.66%-7.0pp | 66.54%-51.8pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,221 | $1,799-32.1% | $2,727-55.2% | $2,756-55.7% |
| Participant deferral / active EE | $6,840 | $3,110+119.9% | $4,523+51.2% | $4,297+59.2% |
| Admin fee / account holder | $8,825 | $4,986+77.0% | $6,155+43.4% | $6,935+27.3% |