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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 | $239,069 | $139,421+71.5% | $239,577-0.2% | $116,462+105.3% |
| Participation rate | 96.8% | 75.0%+21.8pp | 82.1%+14.7pp | 74.7%+22.1pp |
| Annual return | 18.41% | 15.58%+2.8pp | -0.70%+19.1pp | 15.65%+2.8pp |
| Employer contribution / active EE | $9,677 | $4,487+115.7% | $7,232+33.8% | $3,231+199.5% |
| Participant deferral / active EE | $10,360 | $4,296+141.1% | $5,676+82.5% | $3,836+170.0% |
| Admin fee / account holder | $25,551 | $21,515+18.8% | $19,315+32.3% | $12,754+100.3% |