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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 | $133,104 | $60,349+120.6% | $74,184+79.4% | $62,881+111.7% |
| Participation rate | 97.4% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.1pp |
| Annual return | 6.07% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,554 | $1,680+349.6% | $2,370+218.7% | $2,281+231.2% |
| Participant deferral / active EE | $4,496 | $2,856+57.4% | $3,550+26.7% | $3,203+40.4% |
| Admin fee / account holder | $11,077 | $4,261+160.0% | $5,586+98.3% | $4,296+157.9% |