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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 | $56,060+178.0% | $76,002+105.1% | $80,874+92.7% |
| Participation rate | 96.0% | 62.0%+34.0pp | 69.1%+26.9pp | 67.6%+28.4pp |
| Annual return | 13.04% | 20.54%-7.5pp | 360.07%-347.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,262 | $1,873+127.5% | $2,688+58.5% | $2,756+54.7% |
| Participant deferral / active EE | $7,304 | $3,051+139.4% | $4,257+71.6% | $4,297+70.0% |
| Admin fee / account holder | $13,175 | $5,237+151.6% | $6,414+105.4% | $6,935+90.0% |