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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 | $232,149 | $86,938+167.0% | $102,423+126.7% | $80,925+186.9% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.7%+9.9pp |
| Annual return | 18.29% | 18.89%-0.6pp | 29.42%-11.1pp | 35.65%-17.4pp |
| Employer contribution / active EE | $2,268 | $2,369-4.3% | $3,023-25.0% | $2,756-17.7% |
| Participant deferral / active EE | $8,688 | $4,120+110.9% | $5,054+71.9% | $4,299+102.1% |
| Admin fee / account holder | $44,515 | $8,053+452.8% | $9,455+370.8% | $6,940+541.4% |