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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 | $198,067 | $97,648+102.8% | $121,663+62.8% | $87,485+126.4% |
| Participation rate | 89.2% | 70.5%+18.7pp | 74.5%+14.7pp | 68.9%+20.3pp |
| Annual return | 14.49% | 18.03%-3.5pp | 147.54%-133.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,869 | $2,300+24.7% | $3,020-5.0% | $2,596+10.5% |
| Participant deferral / active EE | $6,844 | $3,923+74.4% | $4,887+40.0% | $4,274+60.1% |
| Admin fee / account holder | $10,999 | $11,100-0.9% | $14,289-23.0% | $7,775+41.5% |