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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 | $233,522 | $97,550+139.4% | $120,344+94.0% | $87,485+166.9% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.7%-3.7pp | 68.9%+4.1pp |
| Annual return | 13.76% | 18.41%-4.7pp | 20.30%-6.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $3,072 | $2,291+34.1% | $3,020+1.7% | $2,596+18.3% |
| Participant deferral / active EE | $9,830 | $4,230+132.4% | $5,135+91.4% | $4,274+130.0% |
| Admin fee / account holder | $50,089 | $9,543+424.9% | $12,742+293.1% | $7,775+544.2% |