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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 | $123,586 | $51,244+141.2% | $80,977+52.6% | $55,167+124.0% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.0%+27.0pp |
| Annual return | 11.38% | 17.39%-6.0pp | 17.11%-5.7pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,165 | $1,770+22.3% | $3,715-41.7% | $1,963+10.3% |
| Participant deferral / active EE | $4,655 | $4,418+5.4% | $5,696-18.3% | $3,054+52.4% |
| Admin fee / account holder | $7,614 | $398+1812.9% | $5,517+38.0% | $504+1411.1% |