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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 | $73,772 | $91,179-19.1% | $178,499-58.7% | $79,852-7.6% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 31.48% | 24.19%+7.3pp | 151.10%-119.6pp | 31.72%-0.2pp |
| Employer contribution / active EE | $5,117 | $3,256+57.2% | $5,011+2.1% | $2,471+107.1% |
| Participant deferral / active EE | $14,996 | $3,236+363.4% | $5,202+188.3% | $3,740+300.9% |
| Admin fee / account holder | $4,037 | $6,749-40.2% | $13,986-71.1% | $5,306-23.9% |