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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 | $223,030 | $81,446+173.8% | $103,374+115.8% | $80,874+175.8% |
| Participation rate | 74.1% | 66.9%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 18.69% | 25.57%-6.9pp | 24.89%-6.2pp | 35.62%-16.9pp |
| Employer contribution / active EE | $3,420 | $3,107+10.1% | $3,869-11.6% | $2,756+24.1% |
| Participant deferral / active EE | $9,253 | $3,870+139.1% | $5,058+83.0% | $4,297+115.3% |
| Admin fee / account holder | $13,508 | $6,715+101.2% | $8,394+60.9% | $6,935+94.8% |