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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 | $114,669 | $69,977+63.9% | $108,582+5.6% | $62,881+82.4% |
| Participation rate | 97.5% | 72.9%+24.6pp | 79.6%+17.9pp | 69.3%+28.2pp |
| Annual return | 5.84% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $6,705 | $2,135+214.0% | $3,758+78.4% | $2,281+193.9% |
| Participant deferral / active EE | $6,099 | $3,165+92.7% | $4,311+41.5% | $3,203+90.4% |
| Admin fee / account holder | $26,833 | $5,076+428.6% | $7,645+251.0% | $4,296+524.6% |