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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 | $235,367 | $95,404+146.7% | $113,397+107.6% | $82,637+184.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 16.25% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,948 | $2,307+27.8% | $2,977-1.0% | $2,552+15.5% |
| Participant deferral / active EE | $7,542 | $4,220+78.7% | $5,076+48.6% | $4,126+82.8% |
| Admin fee / account holder | $17,530 | $9,168+91.2% | $11,957+46.6% | $7,339+138.9% |