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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 | $216,422 | $95,453+126.7% | $112,040+93.2% | $82,448+162.5% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 14.73% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,603 | $2,318+141.8% | $2,954+89.7% | $2,551+119.7% |
| Participant deferral / active EE | $4,611 | $4,224+9.2% | $5,098-9.6% | $4,139+11.4% |
| Admin fee / account holder | $12,818 | $9,013+42.2% | $12,098+6.0% | $7,234+77.2% |