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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 | $84,497 | $48,364+74.7% | $71,796+17.7% | $62,881+34.4% |
| Participation rate | 85.7% | 60.6%+25.1pp | 69.1%+16.6pp | 69.3%+16.4pp |
| Annual return | 9.33% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,585 | $1,042+148.1% | $1,924+34.3% | $2,281+13.3% |
| Participant deferral / active EE | $5,318 | $2,091+154.3% | $2,794+90.3% | $3,203+66.0% |
| Admin fee / account holder | $2,944 | $3,771-21.9% | $4,815-38.9% | $4,296-31.5% |