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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 | $180,340 | $89,259+102.0% | $107,187+68.2% | $82,637+118.2% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 17.79% | 21.02%-3.2pp | 204.55%-186.8pp | 53.51%-35.7pp |
| Employer contribution / active EE | $8,814 | $3,080+186.2% | $3,782+133.0% | $2,552+245.4% |
| Participant deferral / active EE | $7,038 | $4,037+74.3% | $5,096+38.1% | $4,126+70.6% |
| Admin fee / account holder | $7,884 | $7,381+6.8% | $9,162-14.0% | $7,339+7.4% |