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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 | $163,096 | $99,994+63.1% | $146,643+11.2% | $85,847+90.0% |
| Participation rate | 97.4% | 73.1%+24.4pp | 80.1%+17.4pp | 69.3%+28.1pp |
| Annual return | 12.09% | 18.93%-6.8pp | 22.75%-10.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $5,682 | $2,559+122.0% | $4,137+37.3% | $2,565+121.5% |
| Participant deferral / active EE | $4,539 | $4,006+13.3% | $5,506-17.6% | $3,952+14.8% |
| Admin fee / account holder | $2,178 | $7,703-71.7% | $10,280-78.8% | $6,261-65.2% |