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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 | $200,129 | $100,194+99.7% | $122,979+62.7% | $86,983+130.1% |
| Participation rate | 82.9% | 73.0%+9.9pp | 77.2%+5.7pp | 69.5%+13.3pp |
| Annual return | 13.84% | 16.47%-2.6pp | 20.12%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,819 | $2,326+21.2% | $3,062-8.0% | $2,584+9.1% |
| Participant deferral / active EE | $12,760 | $4,133+208.7% | $5,003+155.0% | $4,194+204.3% |
| Admin fee / account holder | $3,962 | $10,148-61.0% | $12,864-69.2% | $7,856-49.6% |