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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 | $169,441 | $81,276+108.5% | $155,574+8.9% | $80,925+109.4% |
| Participation rate | 91.8% | 66.2%+25.5pp | 78.2%+13.6pp | 67.7%+24.1pp |
| Annual return | 11.02% | 33.36%-22.3pp | 64.87%-53.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $10,263 | $3,103+230.7% | $4,676+119.5% | $2,756+272.3% |
| Participant deferral / active EE | $5,278 | $3,453+52.9% | $5,629-6.2% | $4,299+22.8% |
| Admin fee / account holder | $8,203 | $7,993+2.6% | $15,914-48.5% | $6,940+18.2% |