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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 | $208,880 | $43,749+377.4% | $158,223+32.0% | $65,306+219.8% |
| Participation rate | 86.4% | 56.9%+29.5pp | 79.2%+7.2pp | 57.7%+28.7pp |
| Annual return | 16.85% | 19.41%-2.6pp | 52.09%-35.2pp | 21.94%-5.1pp |
| Employer contribution / active EE | $5,650 | $1,497+277.3% | $4,109+37.5% | $1,967+187.2% |
| Participant deferral / active EE | $5,789 | $2,019+186.8% | $5,467+5.9% | $2,959+95.6% |
| Admin fee / account holder | $2,710 | $1,930+40.4% | $16,047-83.1% | $3,480-22.1% |