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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 | $167,413 | $81,504+105.4% | $102,437+63.4% | $80,959+106.8% |
| Participation rate | 85.0% | 66.9%+18.1pp | 74.5%+10.5pp | 67.7%+17.3pp |
| Annual return | 10.53% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $6,781 | $3,104+118.5% | $3,871+75.2% | $2,757+145.9% |
| Participant deferral / active EE | $8,119 | $3,871+109.8% | $5,060+60.5% | $4,300+88.8% |
| Admin fee / account holder | $10,905 | $6,719+62.3% | $8,388+30.0% | $6,925+57.5% |