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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 | $182,214 | $106,524+71.1% | $152,301+19.6% | $87,485+108.3% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.4%+9.4pp | 68.9%+23.0pp |
| Annual return | 24.29% | 26.89%-2.6pp | 80.50%-56.2pp | 26.06%-1.8pp |
| Employer contribution / active EE | $5,561 | $3,371+65.0% | $4,624+20.3% | $2,596+114.2% |
| Participant deferral / active EE | $14,579 | $6,525+123.4% | $8,004+82.2% | $4,274+241.2% |
| Admin fee / account holder | $507 | $8,287-93.9% | $14,398-96.5% | $7,775-93.5% |