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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 | $128,545 | $65,395+96.6% | $182,531-29.6% | $72,983+76.1% |
| Participation rate | 93.2% | 65.4%+27.7pp | 78.0%+15.2pp | 69.5%+23.7pp |
| Annual return | 26.00% | 27.68%-1.7pp | 148.57%-122.6pp | 81.01%-55.0pp |
| Employer contribution / active EE | $10,770 | $1,911+463.5% | $4,075+164.3% | $2,440+341.4% |
| Participant deferral / active EE | $9,745 | $3,563+173.5% | $5,525+76.4% | $3,608+170.1% |
| Admin fee / account holder | $765 | $4,245-82.0% | $8,593-91.1% | $5,124-85.1% |