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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 | $142,909 | $78,690+81.6% | $161,489-11.5% | $87,485+63.4% |
| Participation rate | 96.7% | 67.5%+29.2pp | 78.7%+18.0pp | 68.9%+27.7pp |
| Annual return | 17.07% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $7,183 | $2,588+177.5% | $4,268+68.3% | $2,596+176.7% |
| Participant deferral / active EE | $4,148 | $3,311+25.3% | $5,630-26.3% | $4,274-2.9% |
| Admin fee / account holder | $3,790 | $6,724-43.6% | $16,006-76.3% | $7,775-51.3% |