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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 | $222,773 | $100,194+122.3% | $122,979+81.1% | $86,983+156.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 12.82% | 16.47%-3.7pp | 20.12%-7.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $3,727 | $2,326+60.3% | $3,062+21.7% | $2,584+44.2% |
| Participant deferral / active EE | $8,004 | $4,133+93.6% | $5,003+60.0% | $4,194+90.8% |
| Admin fee / account holder | $9,329 | $10,148-8.1% | $12,864-27.5% | $7,856+18.7% |