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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 | $131,336 | $89,259+47.1% | $107,187+22.5% | $82,637+58.9% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 13.75% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $7,258 | $3,080+135.7% | $3,782+91.9% | $2,552+184.4% |
| Participant deferral / active EE | $5,692 | $4,037+41.0% | $5,096+11.7% | $4,126+37.9% |
| Admin fee / account holder | $29,254 | $7,381+296.3% | $9,162+219.3% | $7,339+298.6% |