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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 | $143,126 | $79,961+79.0% | $98,462+45.4% | $75,177+90.4% |
| Participation rate | 81.8% | 70.4%+11.5pp | 75.2%+6.6pp | 67.2%+14.6pp |
| Annual return | 17.28% | 19.75%-2.5pp | 21.17%-3.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $3,931 | $2,264+73.6% | $3,049+28.9% | $2,671+47.2% |
| Participant deferral / active EE | $6,805 | $3,753+81.3% | $4,738+43.6% | $4,126+64.9% |
| Admin fee / account holder | $3,025 | $6,842-55.8% | $8,875-65.9% | $5,651-46.5% |