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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 | $214,066 | $83,061+157.7% | $126,068+69.8% | $94,015+127.7% |
| Participation rate | 88.0% | 81.2%+6.8pp | 84.7%+3.3pp | 70.8%+17.2pp |
| Annual return | 13.45% | 20.41%-7.0pp | 15.01%-1.6pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,260 | $2,864-21.1% | $3,968-43.1% | $2,790-19.0% |
| Participant deferral / active EE | $9,652 | $7,042+37.1% | $8,214+17.5% | $4,249+127.1% |
| Admin fee / account holder | $22,371 | $7,208+210.3% | $18,264+22.5% | $8,951+149.9% |