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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 | $173,410 | $72,486+139.2% | $87,103+99.1% | $72,976+137.6% |
| Participation rate | 98.0% | 72.8%+25.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 18.09% | 24.46%-6.4pp | 28.19%-10.1pp | 81.02%-62.9pp |
| Employer contribution / active EE | $4,508 | $1,894+138.0% | $2,521+78.8% | $2,440+84.8% |
| Participant deferral / active EE | $8,469 | $3,270+159.0% | $4,049+109.2% | $3,608+134.7% |
| Admin fee / account holder | $24,137 | $5,055+377.5% | $7,491+222.2% | $5,124+371.0% |