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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 | $150,460 | $97,648+54.1% | $121,663+23.7% | $87,485+72.0% |
| Participation rate | 98.1% | 70.5%+27.6pp | 74.5%+23.6pp | 68.9%+29.2pp |
| Annual return | 12.65% | 18.03%-5.4pp | 147.54%-134.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $5,477 | $2,300+138.1% | $3,020+81.4% | $2,596+111.0% |
| Participant deferral / active EE | $8,320 | $3,923+112.1% | $4,887+70.2% | $4,274+94.7% |
| Admin fee / account holder | $12,226 | $11,100+10.1% | $14,289-14.4% | $7,775+57.3% |