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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 | $191,926 | $76,551+150.7% | $123,894+54.9% | $62,881+205.2% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 11.66% | 18.68%-7.0pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $8,298 | $2,882+187.9% | $4,617+79.7% | $2,281+263.8% |
| Participant deferral / active EE | $7,546 | $4,840+55.9% | $5,984+26.1% | $3,203+135.6% |
| Admin fee / account holder | $2,379 | $4,826-50.7% | $8,357-71.5% | $4,296-44.6% |