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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 | $128,013 | $57,590+122.3% | $86,233+48.5% | $82,448+55.3% |
| Participation rate | 83.8% | 57.9%+26.0pp | 69.0%+14.8pp | 68.1%+15.8pp |
| Annual return | 18.40% | 22.41%-4.0pp | 61.39%-43.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $6,200 | $1,655+274.6% | $2,504+147.6% | $2,551+143.1% |
| Participant deferral / active EE | $10,932 | $3,080+254.9% | $4,559+139.8% | $4,139+164.1% |
| Admin fee / account holder | $7,164 | $4,730+51.5% | $8,342-14.1% | $7,234-1.0% |