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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 | $139,416 | $64,920+114.8% | $103,693+34.5% | $86,983+60.3% |
| Participation rate | 93.3% | 63.6%+29.7pp | 72.6%+20.7pp | 69.5%+23.8pp |
| Annual return | 17.35% | 30.29%-12.9pp | 47.61%-30.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $4,985 | $2,141+132.8% | $2,920+70.7% | $2,584+92.9% |
| Participant deferral / active EE | $9,944 | $3,241+206.8% | $4,579+117.1% | $4,194+137.1% |
| Admin fee / account holder | $5,249 | $6,191-15.2% | $7,858-33.2% | $7,856-33.2% |