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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 | $187,641 | $78,520+139.0% | $96,576+94.3% | $82,448+127.6% |
| Participation rate | 98.2% | 77.7%+20.5pp | 81.4%+16.8pp | 68.1%+30.1pp |
| Annual return | 16.44% | 41.30%-24.9pp | 38.47%-22.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,253 | $2,630+23.7% | $3,553-8.5% | $2,551+27.5% |
| Participant deferral / active EE | $13,503 | $6,754+99.9% | $7,956+69.7% | $4,139+226.2% |
| Admin fee / account holder | $17,782 | $13,455+32.2% | $11,381+56.2% | $7,234+145.8% |