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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 | $141,043 | $58,493+141.1% | $84,023+67.9% | $72,976+93.3% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.0%+28.8pp | 69.5%+28.3pp |
| Annual return | 24.01% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,689 | $1,163+45.3% | $1,984-14.8% | $2,440-30.8% |
| Participant deferral / active EE | $5,175 | $2,394+116.2% | $3,239+59.8% | $3,608+43.4% |
| Admin fee / account holder | $3,248 | $4,569-28.9% | $6,102-46.8% | $5,124-36.6% |