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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 | $57,061+143.4% | $85,063+63.3% | $80,911+71.6% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 14.36% | 21.66%-7.3pp | 66.54%-52.2pp | 35.63%-21.3pp |
| Employer contribution / active EE | $11,846 | $1,799+558.6% | $2,727+334.4% | $2,756+329.9% |
| Participant deferral / active EE | $6,592 | $3,110+111.9% | $4,523+45.7% | $4,297+53.4% |
| Admin fee / account holder | $34,249 | $4,986+586.9% | $6,155+456.4% | $6,935+393.9% |