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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 | $119,389 | $75,541+58.0% | $152,093-21.5% | $82,637+44.5% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 16.23% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $7,254 | $2,622+176.6% | $4,175+73.8% | $2,552+184.2% |
| Participant deferral / active EE | $9,843 | $3,206+207.1% | $5,451+80.6% | $4,126+138.6% |
| Admin fee / account holder | $2,271 | $6,405-64.5% | $14,497-84.3% | $7,339-69.1% |