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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 | $176,892 | $59,839+195.6% | $81,991+115.7% | $79,852+121.5% |
| Participation rate | 97.4% | 61.6%+35.8pp | 69.3%+28.2pp | 69.6%+27.8pp |
| Annual return | 21.61% | 17.56%+4.0pp | 41.31%-19.7pp | 31.72%-10.1pp |
| Employer contribution / active EE | $6,588 | $1,713+284.5% | $2,498+163.7% | $2,471+166.6% |
| Participant deferral / active EE | $7,692 | $2,695+185.4% | $3,722+106.6% | $3,740+105.7% |
| Admin fee / account holder | $9,960 | $4,287+132.3% | $5,665+75.8% | $5,306+87.7% |