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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 | $199,116 | $123,793+60.8% | $177,848+12.0% | $79,856+149.3% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 14.51% | 22.82%-8.3pp | 48.33%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,957 | $4,095-3.4% | $5,919-33.1% | $2,471+60.1% |
| Participant deferral / active EE | $10,535 | $5,956+76.9% | $7,714+36.6% | $3,741+181.6% |
| Admin fee / account holder | $12,202 | $7,243+68.5% | $12,431-1.8% | $5,306+129.9% |