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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 | $216,963 | $106,864+103.0% | $147,318+47.3% | $82,637+162.5% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 17.10% | 27.49%-10.4pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,039 | $3,417-11.0% | $4,593-33.8% | $2,552+19.1% |
| Participant deferral / active EE | $9,194 | $6,496+41.5% | $7,906+16.3% | $4,126+122.8% |
| Admin fee / account holder | $7,242 | $8,415-13.9% | $13,708-47.2% | $7,339-1.3% |