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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 | $187,530 | $93,617+100.3% | $135,982+37.9% | $75,177+149.5% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 17.59% | 30.89%-13.3pp | 68.32%-50.7pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,656 | $3,538+3.3% | $4,859-24.8% | $2,671+36.9% |
| Participant deferral / active EE | $9,756 | $6,406+52.3% | $7,760+25.7% | $4,126+136.4% |
| Admin fee / account holder | $14,815 | $6,980+112.3% | $10,767+37.6% | $5,651+162.2% |