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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 | $119,328 | $52,306+128.1% | $69,779+71.0% | $62,881+89.8% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 8.43% | 13.35%-4.9pp | 12.99%-4.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $7,041 | $1,799+291.4% | $2,338+201.1% | $2,281+208.7% |
| Participant deferral / active EE | $1,735 | $2,395-27.6% | $2,931-40.8% | $3,203-45.8% |
| Admin fee / account holder | $3,327 | $3,691-9.9% | $4,381-24.1% | $4,296-22.6% |