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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 | $112,721 | $73,955+52.4% | $96,520+16.8% | $75,181+49.9% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 18.32% | 26.72%-8.4pp | 35.72%-17.4pp | 160.69%-142.4pp |
| Employer contribution / active EE | $6,250 | $2,930+113.3% | $3,739+67.2% | $2,671+134.0% |
| Participant deferral / active EE | $7,895 | $3,659+115.7% | $4,879+61.8% | $4,126+91.3% |
| Admin fee / account holder | $2,310 | $5,217-55.7% | $6,733-65.7% | $5,650-59.1% |