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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 | $164,128 | $77,896+110.7% | $134,172+22.3% | $82,448+99.1% |
| Participation rate | 95.7% | 62.8%+32.9pp | 72.5%+23.2pp | 68.1%+27.6pp |
| Annual return | 15.31% | 18.21%-2.9pp | 25.30%-10.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $11,968 | $2,159+454.3% | $3,420+250.0% | $2,551+369.2% |
| Participant deferral / active EE | $4,122 | $3,162+30.4% | $4,690-12.1% | $4,139-0.4% |
| Admin fee / account holder | $18,271 | $6,336+188.4% | $12,016+52.1% | $7,234+152.6% |