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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 | $140,330 | $69,383+102.3% | $101,275+38.6% | $73,497+90.9% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 17.47% | 18.46%-1.0pp | 46.48%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $4,342 | $2,628+65.2% | $3,660+18.6% | $2,270+91.3% |
| Participant deferral / active EE | $4,346 | $3,301+31.7% | $4,371-0.6% | $3,740+16.2% |
| Admin fee / account holder | $3,099 | $704+340.3% | $5,948-47.9% | $513+504.0% |