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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 | $222,010 | $56,894+290.2% | $84,753+162.0% | $62,881+253.1% |
| Participation rate | 87.9% | 68.5%+19.3pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 10.31% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $13,605 | $2,400+466.9% | $3,574+280.6% | $2,281+496.5% |
| Participant deferral / active EE | $6,748 | $2,709+149.1% | $3,712+81.8% | $3,203+110.7% |
| Admin fee / account holder | $2,822 | $3,581-21.2% | $5,333-47.1% | $4,296-34.3% |