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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 | $229,011 | $104,098+120.0% | $140,514+63.0% | $94,015+143.6% |
| Participation rate | 79.5% | 73.7%+5.8pp | 77.8%+1.7pp | 70.8%+8.7pp |
| Annual return | 19.78% | 15.14%+4.6pp | 14.36%+5.4pp | 17.84%+1.9pp |
| Employer contribution / active EE | $3,023 | $2,388+26.6% | $3,378-10.5% | $2,790+8.3% |
| Participant deferral / active EE | $5,511 | $4,033+36.7% | $4,919+12.1% | $4,249+29.7% |
| Admin fee / account holder | $29,690 | $10,439+184.4% | $13,697+116.8% | $8,951+231.7% |