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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 | $199,765 | $63,773+213.2% | $81,286+145.8% | $80,925+146.9% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.5%+27.4pp | 67.7%+29.2pp |
| Annual return | 13.72% | 16.37%-2.7pp | 24.80%-11.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $6,990 | $1,979+253.1% | $2,463+183.8% | $2,756+153.6% |
| Participant deferral / active EE | $6,168 | $3,093+99.4% | $3,883+58.8% | $4,299+43.5% |
| Admin fee / account holder | $6,031 | $5,682+6.1% | $5,764+4.6% | $6,940-13.1% |