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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 | $168,344 | $58,057+190.0% | $97,032+73.5% | $86,983+93.5% |
| Participation rate | 90.0% | 60.4%+29.6pp | 71.6%+18.4pp | 69.5%+20.5pp |
| Annual return | 14.21% | 22.26%-8.1pp | 35.38%-21.2pp | 25.83%-11.6pp |
| Employer contribution / active EE | $4,813 | $1,663+189.4% | $2,629+83.1% | $2,584+86.2% |
| Participant deferral / active EE | $9,955 | $3,244+206.9% | $4,672+113.1% | $4,194+137.4% |
| Admin fee / account holder | $7,933 | $4,839+64.0% | $9,418-15.8% | $7,856+1.0% |