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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 | $174,319 | $79,961+118.0% | $98,462+77.0% | $75,177+131.9% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 14.11% | 19.75%-5.6pp | 21.17%-7.1pp | 160.75%-146.6pp |
| Employer contribution / active EE | $2,273 | $2,264+0.4% | $3,049-25.4% | $2,671-14.9% |
| Participant deferral / active EE | $6,685 | $3,753+78.2% | $4,738+41.1% | $4,126+62.0% |
| Admin fee / account holder | $11,469 | $6,842+67.6% | $8,875+29.2% | $5,651+103.0% |