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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 | $156,158 | $93,057+67.8% | $153,500+1.7% | $80,925+93.0% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.7%+25.2pp |
| Annual return | 11.45% | 19.96%-8.5pp | 15.70%-4.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $7,660 | $3,507+118.4% | $5,039+52.0% | $2,756+177.9% |
| Participant deferral / active EE | $4,385 | $5,179-15.3% | $6,756-35.1% | $4,299+2.0% |
| Admin fee / account holder | $4,769 | $8,885-46.3% | $12,736-62.6% | $6,940-31.3% |