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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 | $128,418 | $82,028+56.6% | $123,105+4.3% | $59,633+115.3% |
| Participation rate | 91.9% | 83.2%+8.7pp | 86.8%+5.1pp | 68.7%+23.2pp |
| Annual return | 8.89% | 5.12%+3.8pp | 13.22%-4.3pp | 2041.47%-2032.6pp |
| Employer contribution / active EE | $6,943 | $3,297+110.6% | $5,151+34.8% | $2,203+215.2% |
| Participant deferral / active EE | $8,846 | $4,667+89.5% | $6,229+42.0% | $3,192+177.1% |
| Admin fee / account holder | $1,619 | $5,879-72.5% | $9,014-82.0% | $4,297-62.3% |