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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 | $183,878 | $78,520+134.2% | $96,576+90.4% | $82,448+123.0% |
| Participation rate | 96.6% | 77.7%+18.9pp | 81.4%+15.1pp | 68.1%+28.5pp |
| Annual return | 17.31% | 41.30%-24.0pp | 38.47%-21.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $7,023 | $2,630+167.1% | $3,553+97.6% | $2,551+175.3% |
| Participant deferral / active EE | $7,762 | $6,754+14.9% | $7,956-2.4% | $4,139+87.5% |
| Admin fee / account holder | $5,812 | $13,455-56.8% | $11,381-48.9% | $7,234-19.7% |