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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 | $244,968 | $97,648+150.9% | $121,663+101.3% | $87,485+180.0% |
| Participation rate | 96.2% | 70.5%+25.7pp | 74.5%+21.7pp | 68.9%+27.2pp |
| Annual return | 17.15% | 18.03%-0.9pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,767 | $2,300+20.3% | $3,020-8.4% | $2,596+6.6% |
| Participant deferral / active EE | $8,230 | $3,923+109.8% | $4,887+68.4% | $4,274+92.6% |
| Admin fee / account holder | $56,148 | $11,100+405.8% | $14,289+292.9% | $7,775+622.2% |