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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 | $137,455 | $67,411+103.9% | $91,004+51.0% | $70,126+96.0% |
| Participation rate | 98.2% | 71.4%+26.9pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 15.84% | -40.16%+56.0pp | 4.60%+11.2pp | 73.15%-57.3pp |
| Employer contribution / active EE | $6,622 | $1,786+270.8% | $2,456+169.7% | $2,343+182.7% |
| Participant deferral / active EE | $2,937 | $2,823+4.0% | $3,548-17.2% | $3,332-11.9% |
| Admin fee / account holder | $6,600 | $4,236+55.8% | $5,417+21.8% | $4,645+42.1% |