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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 | $176,725 | $67,602+161.4% | $82,312+114.7% | $70,126+152.0% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 14.99% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,636 | $1,755+221.2% | $2,428+132.1% | $2,343+140.6% |
| Participant deferral / active EE | $4,681 | $2,987+56.7% | $3,706+26.3% | $3,332+40.5% |
| Admin fee / account holder | $14,545 | $4,512+222.4% | $5,608+159.4% | $4,645+213.1% |