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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 | $166,353 | $63,845+160.6% | $81,370+104.4% | $80,959+105.5% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.8pp | 67.7%+29.7pp |
| Annual return | 15.50% | 16.37%-0.9pp | 24.85%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $12,768 | $1,980+544.9% | $2,464+418.2% | $2,757+363.1% |
| Participant deferral / active EE | $12,217 | $3,093+295.0% | $3,885+214.5% | $4,300+184.1% |
| Admin fee / account holder | $1,871 | $5,688-67.1% | $5,749-67.5% | $6,925-73.0% |