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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 | $138,867 | $57,073+143.3% | $85,126+63.1% | $80,925+71.6% |
| Participation rate | 90.9% | 56.4%+34.5pp | 67.5%+23.4pp | 67.7%+23.3pp |
| Annual return | 14.36% | 21.69%-7.3pp | 66.63%-52.3pp | 35.65%-21.3pp |
| Employer contribution / active EE | $11,846 | $1,801+557.9% | $2,731+333.7% | $2,756+329.8% |
| Participant deferral / active EE | $6,592 | $3,113+111.7% | $4,523+45.7% | $4,299+53.3% |
| Admin fee / account holder | $34,249 | $4,988+586.7% | $6,160+456.0% | $6,940+393.5% |