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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 | $181,489 | $81,487+122.7% | $102,412+77.2% | $80,935+124.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 74.5%+22.7pp | 67.7%+29.6pp |
| Annual return | 12.74% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $14,352 | $3,103+362.5% | $3,870+270.9% | $2,757+420.6% |
| Participant deferral / active EE | $5,649 | $3,871+45.9% | $5,060+11.6% | $4,299+31.4% |
| Admin fee / account holder | $6,637 | $6,717-1.2% | $8,388-20.9% | $6,924-4.1% |