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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 | $152,537 | $73,787+106.7% | $98,716+54.5% | $82,448+85.0% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.3%+28.7pp | 68.1%+29.9pp |
| Annual return | 14.06% | 18.57%-4.5pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $6,310 | $1,511+317.6% | $2,279+176.9% | $2,551+147.4% |
| Participant deferral / active EE | $4,233 | $3,081+37.4% | $4,048+4.6% | $4,139+2.3% |
| Admin fee / account holder | $3,284 | $6,500-49.5% | $8,703-62.3% | $7,234-54.6% |