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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 | $76,750 | $84,236-8.9% | $170,435-55.0% | $70,126+9.4% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 13.59% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $6,425 | $3,387+89.7% | $5,432+18.3% | $2,343+174.3% |
| Participant deferral / active EE | $5,597 | $3,086+81.4% | $4,939+13.3% | $3,332+68.0% |
| Admin fee / account holder | $19,147 | $5,698+236.0% | $13,881+37.9% | $4,645+312.2% |