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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 | $144,908 | $81,403+78.0% | $147,027-1.4% | $87,485+65.6% |
| Participation rate | 96.4% | 63.4%+32.9pp | 73.7%+22.6pp | 68.9%+27.4pp |
| Annual return | 13.94% | 16.51%-2.6pp | 20.23%-6.3pp | 26.06%-12.1pp |
| Employer contribution / active EE | $6,035 | $2,205+173.7% | $3,626+66.5% | $2,596+132.5% |
| Participant deferral / active EE | $7,153 | $3,315+115.7% | $4,933+45.0% | $4,274+67.4% |
| Admin fee / account holder | $48,445 | $6,755+617.2% | $12,223+296.4% | $7,775+523.1% |