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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 | $103,583 | $90,400+14.6% | $186,193-44.4% | $87,485+18.4% |
| Participation rate | 97.7% | 66.2%+31.5pp | 77.1%+20.6pp | 68.9%+28.7pp |
| Annual return | 21.09% | 22.15%-1.1pp | 78.03%-56.9pp | 26.06%-5.0pp |
| Employer contribution / active EE | $9,819 | $2,170+352.4% | $3,918+150.6% | $2,596+278.2% |
| Participant deferral / active EE | $17,207 | $4,330+297.4% | $6,513+164.2% | $4,274+302.6% |
| Admin fee / account holder | $5,447 | $8,673-37.2% | $11,058-50.7% | $7,775-29.9% |