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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 | $115,384 | $58,523+97.2% | $99,475+16.0% | $72,975+58.1% |
| Participation rate | 98.0% | 64.6%+33.4pp | 73.8%+24.2pp | 69.5%+28.5pp |
| Annual return | 23.22% | 28.51%-5.3pp | 30.72%-7.5pp | 81.01%-57.8pp |
| Employer contribution / active EE | $9,633 | $1,512+537.1% | $2,540+279.2% | $2,440+294.8% |
| Participant deferral / active EE | $5,191 | $2,606+99.2% | $3,619+43.5% | $3,608+43.9% |
| Admin fee / account holder | $23,574 | $4,102+474.7% | $6,252+277.0% | $5,124+360.1% |