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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 | $114,001 | $64,920+75.6% | $103,693+9.9% | $86,983+31.1% |
| Participation rate | 96.4% | 63.6%+32.8pp | 72.6%+23.8pp | 69.5%+26.9pp |
| Annual return | 13.94% | 30.29%-16.3pp | 47.61%-33.7pp | 25.83%-11.9pp |
| Employer contribution / active EE | $5,764 | $2,141+169.2% | $2,920+97.4% | $2,584+123.0% |
| Participant deferral / active EE | $11,941 | $3,241+268.4% | $4,579+160.8% | $4,194+184.7% |
| Admin fee / account holder | $2,379 | $6,191-61.6% | $7,858-69.7% | $7,856-69.7% |