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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 | $138,508 | $78,197+77.1% | $98,090+41.2% | $82,637+67.6% |
| Participation rate | 96.6% | 77.5%+19.1pp | 81.5%+15.0pp | 68.1%+28.5pp |
| Annual return | 15.07% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,501 | $6,636+73.3% | $7,845+46.6% | $4,126+178.7% |
| Admin fee / account holder | $20,480 | $14,832+38.1% | $11,815+73.3% | $7,339+179.1% |