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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 | $106,633 | $60,349+76.7% | $74,184+43.7% | $62,881+69.6% |
| Participation rate | 93.2% | 72.7%+20.5pp | 76.6%+16.6pp | 69.3%+23.9pp |
| Annual return | 6.00% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,585 | $1,680+172.8% | $2,370+93.4% | $2,281+101.0% |
| Participant deferral / active EE | $3,450 | $2,856+20.8% | $3,550-2.8% | $3,203+7.7% |
| Admin fee / account holder | $2,717 | $4,261-36.2% | $5,586-51.4% | $4,296-36.8% |