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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 | $136,862 | $57,073+139.8% | $85,126+60.8% | $80,925+69.1% |
| Participation rate | 95.9% | 56.4%+39.5pp | 67.5%+28.4pp | 67.7%+28.2pp |
| Annual return | 11.44% | 21.69%-10.2pp | 66.63%-55.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,688 | $1,801+104.8% | $2,731+35.0% | $2,756+33.8% |
| Participant deferral / active EE | $4,839 | $3,113+55.4% | $4,523+7.0% | $4,299+12.6% |
| Admin fee / account holder | $16,907 | $4,988+239.0% | $6,160+174.5% | $6,940+143.6% |