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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 | $234,652 | $123,793+89.6% | $177,840+31.9% | $79,852+193.9% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 15.83% | 22.82%-7.0pp | 48.32%-32.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $6,704 | $4,095+63.7% | $5,919+13.3% | $2,471+171.3% |
| Participant deferral / active EE | $8,378 | $5,956+40.7% | $7,714+8.6% | $3,740+124.0% |
| Admin fee / account holder | $11,075 | $7,243+52.9% | $12,431-10.9% | $5,306+108.7% |