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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 | $237,990 | $104,098+128.6% | $140,514+69.4% | $94,015+153.1% |
| Participation rate | 93.9% | 73.7%+20.2pp | 77.8%+16.1pp | 70.8%+23.1pp |
| Annual return | 14.33% | 15.14%-0.8pp | 14.36%0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $8,056 | $2,388+237.3% | $3,378+138.5% | $2,790+188.7% |
| Participant deferral / active EE | $7,567 | $4,033+87.6% | $4,919+53.9% | $4,249+78.1% |
| Admin fee / account holder | $24,660 | $10,439+136.2% | $13,697+80.0% | $8,951+175.5% |