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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 | $216,459 | $56,894+280.5% | $84,753+155.4% | $62,881+244.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,216 | $2,400+159.0% | $3,574+73.9% | $2,281+172.5% |
| Participant deferral / active EE | $5,928 | $2,709+118.8% | $3,712+59.7% | $3,203+85.1% |
| Admin fee / account holder | $6,483 | $3,581+81.0% | $5,333+21.6% | $4,296+50.9% |