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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 | $158,296 | $78,670+101.2% | $109,173+45.0% | $85,847+84.4% |
| Participation rate | 95.0% | 68.3%+26.7pp | 75.9%+19.1pp | 69.3%+25.7pp |
| Annual return | 15.58% | 25.09%-9.5pp | 25.75%-10.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $7,566 | $2,734+176.8% | $3,723+103.2% | $2,565+194.9% |
| Participant deferral / active EE | $8,270 | $3,467+138.5% | $4,654+77.7% | $3,952+109.3% |
| Admin fee / account holder | $3,572 | $5,469-34.7% | $6,755-47.1% | $6,261-42.9% |