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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 | $109,799 | $57,541+90.8% | $95,740+14.7% | $75,173+46.1% |
| Participation rate | 90.0% | 62.5%+27.5pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 16.15% | 34.93%-18.8pp | 28.41%-12.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,260 | $1,808+80.3% | $2,836+14.9% | $2,671+22.0% |
| Participant deferral / active EE | $6,603 | $3,074+114.8% | $4,244+55.6% | $4,126+60.0% |
| Admin fee / account holder | $3,054 | $4,099-25.5% | $5,676-46.2% | $5,651-45.9% |