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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 | $189,291 | $78,520+141.1% | $96,576+96.0% | $82,448+129.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 15.72% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,340 | $2,630+27.0% | $3,553-6.0% | $2,551+30.9% |
| Participant deferral / active EE | $8,480 | $6,754+25.5% | $7,956+6.6% | $4,139+104.9% |
| Admin fee / account holder | $21,476 | $13,455+59.6% | $11,381+88.7% | $7,234+196.9% |