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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 | $86,949+167.0% | $102,460+126.6% | $80,959+186.7% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.7%+9.9pp |
| Annual return | 18.29% | 18.89%-0.6pp | 29.47%-11.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $2,268 | $2,370-4.3% | $3,025-25.0% | $2,757-17.7% |
| Participant deferral / active EE | $8,688 | $4,121+110.8% | $5,056+71.8% | $4,300+102.0% |
| Admin fee / account holder | $44,515 | $8,048+453.1% | $9,460+370.6% | $6,925+542.8% |