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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 | $115,117 | $65,367+76.1% | $92,915+23.9% | $72,976+57.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 17.16% | 42.11%-24.9pp | 109.45%-92.3pp | 81.02%-63.9pp |
| Employer contribution / active EE | $2,510 | $2,594-3.2% | $3,653-31.3% | $2,440+2.9% |
| Participant deferral / active EE | $7,229 | $3,128+131.1% | $4,238+70.6% | $3,608+100.4% |
| Admin fee / account holder | $324 | $4,251-92.4% | $5,796-94.4% | $5,124-93.7% |