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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 | $213,636 | $84,953+151.5% | $163,379+30.8% | $82,637+158.5% |
| Participation rate | 95.3% | 65.9%+29.3pp | 76.8%+18.5pp | 68.1%+27.2pp |
| Annual return | 14.95% | 23.07%-8.1pp | 63.41%-48.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,971 | $2,183+81.9% | $3,752+5.8% | $2,552+55.6% |
| Participant deferral / active EE | $12,108 | $4,326+179.9% | $6,282+92.8% | $4,126+193.5% |
| Admin fee / account holder | $5,651 | $7,921-28.7% | $9,818-42.4% | $7,339-23.0% |