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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 | $224,678 | $105,623+112.7% | $87,502+156.8% | $273,970-18.0% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 8.16% | 12.26%-4.1pp | 12.21%-4.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,760 | $3,141+147.1% | $2,550+204.3% | $4,869+59.4% |
| Participant deferral / active EE | $8,189 | $3,601+127.4% | $3,149+160.1% | $5,287+54.9% |
| Admin fee / account holder | $6,413 | $4,781+34.1% | $4,221+51.9% | $10,132-36.7% |