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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 | $220,485 | $78,015+182.6% | $178,505+23.5% | $80,959+172.3% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+19.9pp | 67.7%+29.4pp |
| Annual return | 14.88% | 18.10%-3.2pp | 27.16%-12.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $7,824 | $2,281+243.0% | $3,955+97.8% | $2,757+183.8% |
| Participant deferral / active EE | $12,830 | $4,406+191.2% | $6,280+104.3% | $4,300+198.3% |
| Admin fee / account holder | $24,186 | $7,160+237.8% | $10,428+131.9% | $6,925+249.2% |