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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 | $135,692 | $93,345+45.4% | $119,126+13.9% | $87,485+55.1% |
| Participation rate | 96.7% | 68.7%+27.9pp | 75.8%+20.9pp | 68.9%+27.7pp |
| Annual return | 17.00% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,447 | $3,172-22.9% | $4,034-39.3% | $2,596-5.8% |
| Participant deferral / active EE | $4,652 | $4,099+13.5% | $5,318-12.5% | $4,274+8.8% |
| Admin fee / account holder | $9,642 | $8,039+19.9% | $10,693-9.8% | $7,775+24.0% |