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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 | $129,153 | $64,517+100.2% | $81,438+58.6% | $80,874+59.7% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.5%+26.9pp | 67.6%+28.7pp |
| Annual return | 12.06% | 16.35%-4.3pp | 24.74%-12.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $4,017 | $1,982+102.7% | $2,460+63.3% | $2,756+45.8% |
| Participant deferral / active EE | $4,148 | $3,096+34.0% | $3,883+6.8% | $4,297-3.5% |
| Admin fee / account holder | $21,606 | $5,677+280.6% | $5,764+274.9% | $6,935+211.5% |