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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 | $138,447 | $89,367+54.9% | $141,191-1.9% | $72,975+89.7% |
| Participation rate | 90.5% | 75.1%+15.3pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 20.98% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,872 | $3,115-7.8% | $4,736-39.4% | $2,440+17.7% |
| Participant deferral / active EE | $7,901 | $5,419+45.8% | $6,710+17.7% | $3,608+119.0% |
| Admin fee / account holder | $23,004 | $5,957+286.2% | $10,264+124.1% | $5,124+348.9% |