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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 | $144,497 | $80,985+78.4% | $96,576+49.6% | $75,181+92.2% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+31.0pp |
| Annual return | 18.19% | 27.05%-8.9pp | 25.87%-7.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $3,510 | $2,282+53.8% | $2,965+18.4% | $2,671+31.4% |
| Participant deferral / active EE | $8,509 | $3,929+116.6% | $4,851+75.4% | $4,126+106.2% |
| Admin fee / account holder | $2,310 | $6,719-65.6% | $8,253-72.0% | $5,650-59.1% |