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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 | $159,933 | $78,672+103.3% | $109,163+46.5% | $85,856+86.3% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.58%-306.9pp |
| Employer contribution / active EE | $3,660 | $2,734+33.9% | $3,723-1.7% | $2,565+42.7% |
| Participant deferral / active EE | $4,719 | $3,467+36.1% | $4,654+1.4% | $3,952+19.4% |
| Admin fee / account holder | $7,222 | $5,470+32.0% | $6,754+6.9% | $6,261+15.4% |