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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 | $93,350 | $78,425+19.0% | $95,956-2.7% | $79,858+16.9% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+10.0pp | 69.6%+17.4pp |
| Annual return | 14.46% | 19.37%-4.9pp | 91.63%-77.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $5,946 | $1,945+205.7% | $2,541+134.0% | $2,471+140.6% |
| Participant deferral / active EE | $6,044 | $3,440+75.7% | $4,167+45.1% | $3,740+61.6% |
| Admin fee / account holder | $14,893 | $5,622+164.9% | $6,797+119.1% | $5,306+180.7% |