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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 | $142,530 | $81,504+74.9% | $102,437+39.1% | $80,959+76.1% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 16.12% | 25.60%-9.5pp | 24.95%-8.8pp | 35.67%-19.5pp |
| Employer contribution / active EE | $8,263 | $3,104+166.3% | $3,871+113.5% | $2,757+199.7% |
| Participant deferral / active EE | $4,047 | $3,871+4.6% | $5,060-20.0% | $4,300-5.9% |
| Admin fee / account holder | $1,156 | $6,719-82.8% | $8,388-86.2% | $6,925-83.3% |