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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 | $157,473 | $58,099+171.0% | $76,872+104.9% | $75,173+109.5% |
| Participation rate | 95.8% | 63.9%+31.9pp | 69.6%+26.2pp | 67.2%+28.6pp |
| Annual return | 13.01% | 26.71%-13.7pp | 37.90%-24.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $12,835 | $1,996+543.2% | $2,533+406.6% | $2,671+380.5% |
| Participant deferral / active EE | $3,762 | $2,999+25.4% | $3,832-1.8% | $4,126-8.8% |
| Admin fee / account holder | $13,571 | $4,778+184.1% | $5,476+147.8% | $5,651+140.2% |