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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 | $217,273 | $81,504+166.6% | $102,437+112.1% | $80,959+168.4% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 19.58% | 25.60%-6.0pp | 24.95%-5.4pp | 35.67%-16.1pp |
| Employer contribution / active EE | $5,906 | $3,104+90.3% | $3,871+52.6% | $2,757+114.2% |
| Participant deferral / active EE | $9,002 | $3,871+132.6% | $5,060+77.9% | $4,300+109.3% |
| Admin fee / account holder | $2,720 | $6,719-59.5% | $8,388-67.6% | $6,925-60.7% |