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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 | $166,824 | $76,551+117.9% | $123,894+34.7% | $62,881+165.3% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 9.11% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $9,852 | $2,882+241.8% | $4,617+113.4% | $2,281+331.9% |
| Participant deferral / active EE | $9,456 | $4,840+95.4% | $5,984+58.0% | $3,203+195.2% |
| Admin fee / account holder | $936 | $4,826-80.6% | $8,357-88.8% | $4,296-78.2% |