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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 | $155,847 | $55,889+178.9% | $76,119+104.7% | $80,935+92.6% |
| Participation rate | 96.0% | 62.1%+33.9pp | 69.1%+26.9pp | 67.7%+28.3pp |
| Annual return | 13.04% | 20.58%-7.5pp | 361.25%-348.2pp | 35.66%-22.6pp |
| Employer contribution / active EE | $4,262 | $1,866+128.4% | $2,693+58.3% | $2,757+54.6% |
| Participant deferral / active EE | $7,304 | $3,051+139.4% | $4,259+71.5% | $4,299+69.9% |
| Admin fee / account holder | $13,175 | $5,241+151.4% | $6,421+105.2% | $6,924+90.3% |