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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 | $168,169 | $96,731+73.9% | $123,973+35.6% | $86,983+93.3% |
| Participation rate | 76.7% | 70.0%+6.7pp | 76.7%+0.1pp | 69.5%+7.2pp |
| Annual return | 26.29% | 17.33%+9.0pp | 388.13%-361.8pp | 25.83%+0.5pp |
| Employer contribution / active EE | $3,137 | $3,297-4.9% | $4,126-24.0% | $2,584+21.4% |
| Participant deferral / active EE | $5,935 | $4,152+42.9% | $5,247+13.1% | $4,194+41.5% |
| Admin fee / account holder | $59,833 | $8,722+586.0% | $11,799+407.1% | $7,856+661.6% |