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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 | $195,402 | $75,720+158.1% | $90,312+116.4% | $86,983+124.6% |
| Participation rate | 86.4% | 66.3%+20.1pp | 72.9%+13.5pp | 69.5%+16.8pp |
| Annual return | 16.22% | 18.55%-2.3pp | 18.90%-2.7pp | 25.83%-9.6pp |
| Employer contribution / active EE | $4,295 | $1,945+120.8% | $2,243+91.5% | $2,584+66.2% |
| Participant deferral / active EE | $4,374 | $3,001+45.8% | $3,749+16.7% | $4,194+4.3% |
| Admin fee / account holder | $25,057 | $6,201+304.1% | $8,248+203.8% | $7,856+219.0% |