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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 | $165,180 | $99,875+65.4% | $146,866+12.5% | $86,983+89.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 14.88% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $3,098 | $3,224-3.9% | $4,425-30.0% | $2,584+19.9% |
| Participant deferral / active EE | $9,819 | $6,322+55.3% | $7,759+26.5% | $4,194+134.1% |
| Admin fee / account holder | $18,849 | $7,838+140.5% | $13,620+38.4% | $7,856+139.9% |