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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 | $206,289 | $94,436+118.4% | $115,599+78.5% | $82,637+149.6% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.3%+22.3pp | 68.1%+28.5pp |
| Annual return | 13.03% | 18.37%-5.3pp | 111.10%-98.1pp | 53.51%-40.5pp |
| Employer contribution / active EE | $10,728 | $2,324+361.7% | $2,955+263.0% | $2,552+320.3% |
| Participant deferral / active EE | $2,796 | $3,955-29.3% | $4,889-42.8% | $4,126-32.2% |
| Admin fee / account holder | $60,459 | $10,328+485.4% | $12,841+370.8% | $7,339+723.8% |