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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 | $175,179 | $77,638+125.6% | $156,551+11.9% | $62,881+178.6% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 8.60% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,930 | $3,444-44.0% | $5,501-64.9% | $2,281-15.4% |
| Participant deferral / active EE | $5,141 | $3,046+68.8% | $4,871+5.5% | $3,203+60.5% |
| Admin fee / account holder | $26,041 | $5,561+368.3% | $13,028+99.9% | $4,296+506.2% |