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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 | $180,829 | $87,106+107.6% | $105,607+71.2% | $80,935+123.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.7%+27.1pp |
| Annual return | 12.33% | 17.01%-4.7pp | 116.11%-103.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $7,175 | $2,396+199.4% | $3,167+126.6% | $2,757+160.3% |
| Participant deferral / active EE | $8,171 | $3,986+105.0% | $5,011+63.1% | $4,299+90.1% |
| Admin fee / account holder | $8,953 | $8,447+6.0% | $10,958-18.3% | $6,924+29.3% |