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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 | $156,117 | $76,407+104.3% | $150,298+3.9% | $82,448+89.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 15.42% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,969 | $2,614+128.3% | $4,154+43.7% | $2,551+134.0% |
| Participant deferral / active EE | $5,258 | $3,214+63.6% | $5,453-3.6% | $4,139+27.0% |
| Admin fee / account holder | $6,153 | $6,352-3.1% | $14,116-56.4% | $7,234-14.9% |