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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 | $81,476+173.7% | $102,383+117.8% | $80,925+175.6% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.7%+6.4pp |
| Annual return | 18.69% | 25.59%-6.9pp | 24.94%-6.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $3,420 | $3,105+10.2% | $3,870-11.6% | $2,756+24.1% |
| Participant deferral / active EE | $9,253 | $3,871+139.0% | $5,060+82.9% | $4,299+115.3% |
| Admin fee / account holder | $13,508 | $6,717+101.1% | $8,391+61.0% | $6,940+94.6% |