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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 | $178,684 | $76,551+133.4% | $123,894+44.2% | $62,881+184.2% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 10.82% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $11,278 | $2,882+291.3% | $4,617+144.3% | $2,281+394.5% |
| Participant deferral / active EE | $11,838 | $4,840+144.6% | $5,984+97.8% | $3,203+269.6% |
| Admin fee / account holder | $1,914 | $4,826-60.3% | $8,357-77.1% | $4,296-55.5% |