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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 | $120,752 | $84,236+43.3% | $170,439-29.2% | $70,124+72.2% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 14.00% | 23.06%-9.1pp | 205.94%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $7,268 | $3,387+114.6% | $5,433+33.8% | $2,342+210.3% |
| Participant deferral / active EE | $5,163 | $3,086+67.3% | $4,939+4.5% | $3,332+55.0% |
| Admin fee / account holder | $11,458 | $5,698+101.1% | $13,881-17.5% | $4,645+146.7% |