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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 | $153,464 | $45,050+240.6% | $63,018+143.5% | $70,126+118.8% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 15.22% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,665 | $2,052+29.9% | $2,761-3.5% | $2,343+13.8% |
| Participant deferral / active EE | $3,557 | $2,466+44.3% | $3,330+6.8% | $3,332+6.8% |
| Admin fee / account holder | $23,862 | $2,834+742.0% | $3,601+562.7% | $4,645+413.7% |