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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 | $154,583 | $79,961+93.3% | $98,462+57.0% | $75,177+105.6% |
| Participation rate | 86.1% | 70.4%+15.7pp | 75.2%+10.9pp | 67.2%+18.9pp |
| Annual return | 18.63% | 19.75%-1.1pp | 21.17%-2.5pp | 160.75%-142.1pp |
| Employer contribution / active EE | $2,855 | $2,264+26.1% | $3,049-6.3% | $2,671+6.9% |
| Participant deferral / active EE | $8,317 | $3,753+121.6% | $4,738+75.5% | $4,126+101.5% |
| Admin fee / account holder | $43,888 | $6,842+541.4% | $8,875+394.5% | $5,651+676.6% |