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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 | $148,699 | $78,690+89.0% | $161,489-7.9% | $87,485+70.0% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 15.42% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $10,124 | $2,588+291.2% | $4,268+137.2% | $2,596+290.0% |
| Participant deferral / active EE | $7,274 | $3,311+119.7% | $5,630+29.2% | $4,274+70.2% |
| Admin fee / account holder | $7,173 | $6,724+6.7% | $16,006-55.2% | $7,775-7.7% |