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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 | $181,598 | $91,179+99.2% | $178,499+1.7% | $79,852+127.4% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.4pp | 69.6%+14.7pp |
| Annual return | 10.54% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $6,866 | $3,256+110.9% | $5,011+37.0% | $2,471+177.9% |
| Participant deferral / active EE | $6,179 | $3,236+91.0% | $5,202+18.8% | $3,740+65.2% |
| Admin fee / account holder | $6,749 | $6,7490% | $13,986-51.7% | $5,306+27.2% |