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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 | $156,628 | $81,233+92.8% | $155,567+0.7% | $80,874+93.7% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.5pp | 67.6%+28.0pp |
| Annual return | 16.41% | 33.33%-16.9pp | 64.74%-48.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $3,305 | $3,101+6.6% | $4,674-29.3% | $2,756+19.9% |
| Participant deferral / active EE | $7,842 | $3,452+127.2% | $5,628+39.3% | $4,297+82.5% |
| Admin fee / account holder | $13,600 | $7,998+70.0% | $15,916-14.6% | $6,935+96.1% |