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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 | $160,371 | $64,359+149.2% | $90,161+77.9% | $70,126+128.7% |
| Participation rate | 95.3% | 70.4%+24.9pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 19.59% | 28.13%-8.5pp | 34.89%-15.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,553 | $2,046+24.8% | $3,318-23.1% | $2,343+9.0% |
| Participant deferral / active EE | $8,346 | $4,389+90.1% | $5,287+57.8% | $3,332+150.5% |
| Admin fee / account holder | $7,286 | $3,945+84.7% | $5,943+22.6% | $4,645+56.8% |