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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 | $212,795 | $79,961+166.1% | $98,462+116.1% | $75,177+183.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 15.51% | 19.75%-4.2pp | 21.17%-5.7pp | 160.75%-145.2pp |
| Employer contribution / active EE | $835 | $2,264-63.1% | $3,049-72.6% | $2,671-68.7% |
| Participant deferral / active EE | $7,239 | $3,753+92.9% | $4,738+52.8% | $4,126+75.4% |
| Admin fee / account holder | $17,512 | $6,842+155.9% | $8,875+97.3% | $5,651+209.9% |