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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 | $211,413 | $67,602+212.7% | $82,312+156.8% | $70,126+201.5% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 19.51% | 21.57%-2.1pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,008 | $1,755+71.4% | $2,428+23.9% | $2,343+28.4% |
| Participant deferral / active EE | $6,667 | $2,987+123.2% | $3,706+79.9% | $3,332+100.1% |
| Admin fee / account holder | $24,448 | $4,512+441.9% | $5,608+336.0% | $4,645+426.3% |