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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 | $120,651 | $48,078+150.9% | $78,676+53.4% | $62,881+91.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.2pp | 69.3%+27.4pp |
| Annual return | 7.40% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,293 | $2,015+13.8% | $2,850-19.5% | $2,281+0.5% |
| Participant deferral / active EE | $4,866 | $2,587+88.1% | $3,517+38.4% | $3,203+51.9% |
| Admin fee / account holder | $1,341 | $3,206-58.2% | $4,510-70.3% | $4,296-68.8% |