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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 | $90,731 | $75,541+20.1% | $152,093-40.3% | $82,637+9.8% |
| Participation rate | 98.4% | 66.5%+31.8pp | 77.8%+20.6pp | 68.1%+30.3pp |
| Annual return | 17.14% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $6,481 | $2,622+147.2% | $4,175+55.3% | $2,552+154.0% |
| Participant deferral / active EE | $5,938 | $3,206+85.2% | $5,451+8.9% | $4,126+43.9% |
| Admin fee / account holder | $14,472 | $6,405+126.0% | $14,497-0.2% | $7,339+97.2% |