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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 | $224,080 | $95,453+134.8% | $112,040+100.0% | $82,448+171.8% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 13.84% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,371 | $2,318+2.3% | $2,954-19.8% | $2,551-7.1% |
| Participant deferral / active EE | $9,321 | $4,224+120.7% | $5,098+82.8% | $4,139+125.2% |
| Admin fee / account holder | $2,943 | $9,013-67.3% | $12,098-75.7% | $7,234-59.3% |