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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 | $124,599 | $94,436+31.9% | $115,599+7.8% | $82,637+50.8% |
| Participation rate | 94.5% | 70.4%+24.1pp | 74.3%+20.2pp | 68.1%+26.5pp |
| Annual return | 21.79% | 18.37%+3.4pp | 111.10%-89.3pp | 53.51%-31.7pp |
| Employer contribution / active EE | $6,164 | $2,324+165.3% | $2,955+108.6% | $2,552+141.5% |
| Participant deferral / active EE | $3,000 | $3,955-24.1% | $4,889-38.6% | $4,126-27.3% |
| Admin fee / account holder | $13,318 | $10,328+29.0% | $12,841+3.7% | $7,339+81.5% |